Recurring jobs: choose the right workflow
Create repeat visits without rebuilding the job each time. Check whether recurrence creates appointments, invoices or both.
Make repeat work predictable
Repeat visits should reduce diary work, but recurrence can create appointments, jobs or invoices in different ways. A weekly clean and an annual boiler service need different timing and customer communication.
What to test before choosing
Create a repeat visit, change just one occurrence and cancel another. Check the future diary and billing records. Ask what happens when a customer changes address or a price changes halfway through the series.
Software with documented recurring jobs support
These suppliers describe support in their documentation. Check the plan scope below, then use the trial checklist to test the task you need.
Repeat jobs are included from Pro.
Recurring jobs are listed across the plans.
Recurring jobs are listed in the plan table.
Service contracts support planned maintenance and recurring billing.
Standard includes recurring jobs.
Recurring scheduling and maintenance planning are documented.
Sources and date checked (1)
Supplier documentation. Product imagery belongs to the respective supplier.
- Recurring jobs official documentationChecked 2026-10-09