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.
Where to find it: Open /recurring-jobs to manage series. Create a new series from that area or from an approved quote when offered.