Manage recurring service jobs and maintenance contracts | Dashboard User Manual

At a glance

Use this guide when

Setting up recurring maintenance agreements, seasonal tune-ups, or ongoing commercial service contracts.

Best practice

Define clear recurrence intervals and automate reminder notices 7 days before each visit.

Watch for

Pausing a contract should clearly communicate whether pending invoices are held or processed.

Set up a recurring schedule rule

Open any client record and click "Add Recurring Job".
Choose the frequency: weekly, bi-weekly, monthly, quarterly, or semi-annual.
Specify preferred crew assignment, standard checklist, and automated booking notice timing.

Automated visit generation

The scheduler automatically generates upcoming job instances in your queue according to your lead-time settings, ensuring recurring customers never fall through the cracks.

Completion check

Confirm before moving on

Use these checks to make sure the dashboard and the real-world workflow agree.

Recurring service rules and intervals are configured in the client record.
Upcoming visits populate automatically in the dispatch queue.
Customer receives automated appointment reminders prior to each service cycle.

Troubleshooting

When the workflow doesn’t look right

A recurring visit needs to be skipped or paused.

Open the recurring series in the client file and select "Skip Next Visit" or "Pause Series".

Keep going