Periodic todos

Periodic todos allow you to automate tasks for objects, facilities and periodic costs that you want to have executed in predetermined intervals. The BEX PMS will automatically generate these todos and let them recur. You can also specify some criteria you can't for one-off todos, for example, that the task should be generated when the object isn't booked for a certain amount of time.

Creating periodic todos

Go to the 'automatic todos' submenu and click on the button '+New'. Choose 'Periodic todo' to open the input form. Give the todo a clear name and assign it to a todo list. That way, it will appear on the right todo planning where you can assign it to a specific executor if you don't assign one now.

Todos for objects

Periodic todos for objects are useful for tasks connected to the object itself, for example legionella control. Select the objects the todo applies to under 'Applicability'. Next, determine when the task shall be generated, for example 'On vacancy of the object', and the exact amount of days. You must also fill in a start date for the todo to be actually generated.

Todos for facilities

Facilities, like objects, need to be taken care of and you can create periodic todos to help you with that. First, of course, you have to add the facility itself, e.g. a swimming pool. Then add the tasks like checking the pH value. This can only be done in a fixed frequency of a certain amount of days.

Todos for periodic costs

You invoice periodic costs to owners and can create todos related to these costs on a fixed frequency or on vacancy of the object. Do you for example maintain the garden for owners? Create this as a periodic cost first and then as a todo. If you also want to invoice the hours worked and materials used for this todo, don't forget to check 'Todo has to be checked' and 'Todo has to be invoiced to owner'.

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