Introduction
Multi-Step Programs allow you to plan and schedule multiple service steps over time.
This guide explains how to create templates, generate visits, and choose whether those visits go directly to the Schedule or to the Waitlist.
What Are Multi-Step Programs?
A Multi-Step Program is a series of scheduled visits or services that occur in a defined order over a specific time period.
Example: A lawn treatment company may perform:
Step 1: Early Spring Pre-Emergent
Step 2: Late Spring Weed Control (45 days later)
Step 3: Summer Fertilizer (60 days later)
Step 4: Fall Weed & Feed (90 days later)
With Multi-Step Programs, you build this sequence once — Homeworks automatically spaces out all future visits based on the intervals you define.
Step 1: Create a Multi-Step Template
Go to Team > Schedule > Multi-Step Programs.
Click the Templates tab.
Click + New Template to begin building your program.
Step 2: Add Steps to Your Template
For each step in your program, you can define:
Step Title – The name of the service or treatment.
Days from Previous Step – The interval between this step and the last one.
Budgeted Hours / Time for Visit – Estimated time needed for the visit.
Invoiceable – Enable this if the step should generate an invoice when completed.
Add as many steps as needed.
When finished, give the template a name and click Save Template.
Step 3: Apply a Multi-Step Template to a Customer
Go to Team > Schedule > Multi-Step Programs.
Click + New Program.
Choose your template.
Select the property where the program will take place.
Set the start date for the first step.
Homeworks automatically calculates all subsequent visit dates based on your template intervals.
Review the schedule and make adjustments if needed.
Save & generate options
When you're ready to generate the visits, use the Save & generate dropdown.
You will see two options:
Add to waitlist – Adds all generated visits to your Waitlist for later scheduling.
Add to schedule – Places all generated visits directly on the Schedule.
Choose the option that best fits your workflow, then Homeworks will generate the program accordingly.
Step 4: View Scheduled Multi-Step Programs
After creation, each step will appear on your Schedule (or Waitlist, depending on your selection).
To view or manage existing programs:
Go to Team > Schedule > Multi-Step Programs.
In the Programs List on the right-hand side, you can:
View all current Multi-Step Programs
Edit details for future steps
Delete an entire program if no longer needed
Benefits of Using Multi-Step Programs
Automated Scheduling: Homeworks calculates and schedules all visits based on your template.
Consistency: Ensures each step occurs in the correct order and timeframe.
Efficiency: Build once, reuse across multiple customers or properties.
Scalability: Ideal for recurring service categories or seasonal treatment cycles.
Flexibility: Works for any service requiring defined steps or repeat intervals.
New Scheduling Flexibility: Decide whether steps are added to the Schedule immediately or organized through the Waitlist.
Example
You create a 4-step fertilizer program with intervals of 30, 45, and 60 days.
Starting on March 1, Homeworks generates:
Step 1: March 1
Step 2: March 31
Step 3: May 15
Step 4: July 15
Homeworks calculates these dates automatically.
Tip
If you manage multiple recurring service types, create a template for each program.
Assign them to customers as needed — Homeworks handles the timing and visit generation.