Field service
Recurring visits
Weekly, fortnightly and monthly recurring visits; each round's jobs are created automatically.
This section's video is coming
Until then, the written guide is right here: the same text the app's Guide button shows.
When you need it
For maintenance contracts and regular customers.
Step by step
- 1
From a job, click Make recurring and choose the frequency.
- 2
See each plan's Next visit; to skip once, Skip next.
- 3
To pause, Pause; to continue, Resume; ending a plan cancels future visits.
Common mistakes
- Agree with the customer before ending a plan; future visits are cancelled.