Introduction
Recurring visits let you automatically schedule repeat services for a customer on a regular basis (e.g., weekly, every two weeks, monthly). This guide shows you how to create a recurring series of visits, assign services and crews, and use advanced options like indefinite scheduling and off-seasons.
Step 1: Start a New Visit
Navigate to Team > Schedule from the left-hand menu.
Click + New Event, then select Visit to Customer.
This opens the Create New Visit page.
Step 2: Add Visit Details
On the Create New Visit page:
Name the Visit – Choose a descriptive name.
Select the Customer and Property – Both are required.
(Optional) Select a Contract / Level Billing Agreement if the visit is part of a contract.
This ensures services are tracked to the contract without creating invoices for each visit.
Add the Items/Services to be performed.
If services are already set up for the property, they will auto-fill.
Step 3: Choose Recurrence Type
In the Type section, select Recurring Series of Visits from the dropdown.
Choose a recurrence pattern:
Daily
Weekly (every week or every 2 weeks, on specific days)
Monthly
Yearly
Example: To service a customer every two weeks on Thursday, select Weekly, then set it to every 2 weeks, Thursday.
Step 4: Set Start and End Dates
Start Date – Choose the first visit date (this will be the first scheduled and routed visit).
End Options – You can choose:
A fixed Last Date of Service
A set Number of Occurrences (e.g., 32 visits)
Indefinite (ongoing until you stop the series manually)
Note: Indefinite visits are best for long-term or ongoing customers.
Step 5: Add Optional Settings
You can customize recurring visits further with these options:
Off-seasons – Pause visits during times when service is not needed.
Start Time of Day – Helps with scheduling, but not required.
Visit Forms – Attach forms that should be filled out during each visit.
Notes, Tags, To-do’s, Photos – Add supporting information.
Assign Employees or Crews – Choose who will handle this series of visits.
Color Code – Helps visually organize the schedule.
Step 6: Save the Series
Once all details are set:
Review your selections.
Click Create Visits.
The recurring series will now appear in your schedule according to the pattern you chose.
💡 You can edit individual visits or the entire series later.