Set up repeating work

Make a repeating job

A job holds the work for one customer and property. A repeating job makes its visits for you, week after week.

1. Open Jobs and choose New job, or open a customer and start a job there.
2. Pick the property and a Service template. The repeat settings appear once a service is picked.
3. Set Repeats, for example Weekly or Every 2 weeks, and the Starting date.
4. Choose where the visits go: Same person, day and time, Let the scheduler pick the best slot, or Leave unscheduled.
5. Pick how it is billed under Billing, for example billed monthly for the visits done.
6. Choose Create job.

Set a service to repeat by default

Open a service and its Scheduling tab. Under Recurrence, pick the repeat options you offer for it, such as weekly and every 2 weeks. New jobs for that service offer those choices.

Seasonal programs

A program is a season of rounds, such as five fertilizer treatments from spring to fall. Turn programs on in Settings, Operations, Programs, then set the rounds on the service's Rounds tab: each round's name, window and price. A program's rounds are scheduled inside their windows, so it doesn't use the repeat options.

Jobs, then Programs shows each customer's progress through the season, round by round, and which ones are behind.