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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

  1. Create a visit as usual, or open an existing one.
  2. Turn on Repeat.
  3. Choose the cadence: weekly, biweekly, monthly, or a custom interval.
  4. Set a start date, and an end date if the work should stop at some point.
  5. Assign a crew member (or leave it for auto-scheduling).
  6. 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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