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Recurring schedules and generated visits

Recurring schedules are available on all monthly plans: Pro, Pro Plus, and Custom. Starter pay-as-you-go does not include recurring schedules.

  • Create recurring schedules manually or from an approved quote.
  • Generate upcoming visits that appear on the schedule and in Jobs; preview assigned-technician conflicts before you commit.
  • Pause, resume, skip, or end a series as your operation changes.
  • Invoice each completed visit when you are ready.
  • Use follow-ups when you want a reminder to reach out between visits.

Create repeat service work

  • Open Recurring jobs and choose Create recurring job, or start the recurring workflow from an approved Quote.
  • Select the customer and service location, enter the work details, and choose the recurrence frequency, interval, appointment times, and optional end date.
  • Select the default assignee and review the upcoming-visit preview and conflict feedback. Correct the series details before confirming when the proposed visits do not fit.
  • Choose Create recurring job. Review the generation result, then open the series and its generated visits.

Manage visits and future defaults

Generated visits appear as jobs in Jobs and Schedule. Open a generated job to manage that visit’s assignment, timing, progress, and Service Record. Review any conflict when changing an individual visit. Editing future series defaults does not rewrite already generated jobs.

  • Pause stops new visits from generating; existing jobs remain on the schedule.
  • Resume generates upcoming visits through the planning window. Review the result for visits that could not be generated.
  • Skip this visit marks an eligible occurrence as skipped. It does not send a customer message, so review whether the customer needs a separate update.
  • End schedule stops future generation. Existing generated jobs are not cancelled automatically.

Finish and invoice each visit

Complete each visit through its job workflow. Recurring visits do not automatically create Invoices. Open the completed job to create its Invoice when ready, including any eligible deposits, or record that no Invoice is needed.

Where to find it: Open Recurring jobs to manage series. Create a new series there or from an approved Quote through the recurring conversion action.

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