Scheduling & dispatch
Schedule a recurring visit
Set up repeating work once and let it generate automatically.
Recurring visits are for work that repeats: a biweekly clean, a monthly service. Set the cadence once and future visits generate on their own.
Steps
- Create a visit as usual, or open an existing one.
- Turn on Repeat.
- Choose the cadence: weekly, biweekly, monthly, or a custom interval.
- Set a start date, and an end date if the work should stop at some point.
- Assign a crew member (or leave it for auto-scheduling).
- Save.
Managing the series
Upcoming visits are created automatically on the schedule. You can edit a single visit without touching the rest, or update the whole series when something changes for good.
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