Recurring Jobs
Automatic scheduling for maintenance and repeat services
What Are Recurring Jobs?
Recurring jobs are automatically created on a schedule, perfect for maintenance contracts, seasonal tune-ups, and regular service agreements.
Creating a Recurring Job
Create a new job as usual
Enable Make Recurring
Set the recurrence pattern
Define the end date or number of occurrences
Save the job
Recurrence Patterns
Choose from flexible scheduling options:
Daily
Every day or every X days
Weekly
Specific days of the week
Monthly
Same date or same day
Quarterly
Every 3 months
Semi-Annual
Every 6 months
Annual
Once per year
Custom
Define your own pattern
Common Use Cases
HVAC Tune-Ups
Spring AC, Fall Heating
Filter Changes
Monthly or quarterly
Pool Service
Weekly maintenance
Pest Control
Monthly treatments
Lawn Care
Weekly mowing
Fire Inspections
Annual compliance
Managing Recurring Jobs
View and manage recurring jobs:
Go to Jobs → Recurring
See all recurring job series
Edit the series or individual occurrences
Pause or cancel the series
Editing Options
When editing a recurring job, choose:
This occurrence only
Change just this instance
This and future
Update going forward
All occurrences
Update entire series
Auto-Assignment Options
Configure how recurring jobs are assigned:
Same Technician
Always assign to the same tech
Auto-Assign
Let AI choose the best tech each time
Rotate
Cycle through a team of technicians
Unassigned
Create unassigned for manual dispatch
Notifications
Set up reminders for recurring jobs:
Pro Tip
Use recurring jobs with service agreements to build predictable revenue and ensure regular customer touchpoints throughout the year.