Features
The work that comes round, and the work you have to win again
What it does
What is the difference between the two?
A recurring job books the next visit automatically, same person, at the agreed price — a monthly clean, a quarterly contract, work already agreed to repeat. A service interval books nothing: it puts that customer on a call list when the work falls due, for work that has to be sold again each time. Getting them the wrong way round is how a diary fills with jobs nobody ordered.
How do I set it?
One question on the job, asked once: does this need doing again? Then what should happen when it does. Setting one clears the other, so a job can never carry both and nobody has to know there are two mechanisms underneath.
Can the engineer set it on site?
Yes, in the prompt when they finish the job — the last moment on site, which is the only time it is free to ask. What they set is the call list, never automatic booking: starting to book jobs into the diary from an engineer's phone is not something anybody approved, and the screen tells them in writing what it will do.
How far ahead am I warned?
Thirty days by default, and you can change it. A service that first appears on the morning it falls due is too late to order parts, put somebody on it, or ring the customer — and it looks exactly the same as nothing being due.
Does it know a weekly job is not a monthly one?
Yes, and they are counted differently on purpose. An interval in days is held in days and one in months is held in months, because a month is not thirty days and fifty-two weeks is not a year. Rounding either into the other drifts a little on every repeat, silently, which is the one thing a reminder must never do.
What stops it reminding me about work that has moved on?
A service reminder is matched on the same customer AND the same work. Keying it on the customer alone would silently cancel the boiler service for anybody who had anything else done in the meantime, which is the sort of fault nobody notices until a year of them have gone past.
What it does not do
Worth knowing before you spend an afternoon on it rather than after.
There is no six- or eight-weekly automatic booking. The intervals are weekly, fortnightly, monthly, quarterly, half-yearly, yearly or a single chosen date — a six-week grooming or servicing cycle can go on the call list by days, but it cannot book itself.
It will not re-book work the customer has not agreed to repeat. Recurrence is something somebody sets deliberately, never inferred from a pattern.
A recurring job's price does not rise with inflation on its own. You can raise it before the next one goes out, but nothing is indexed automatically.
See it being done
Step-by-step guides with a short recording of each one, free to read without an account.
Set up work that repeats
Regular visits booked ahead automatically, and reminders for work that has to be sold again.
Work the Revenue Radar
One page: how the business is performing, what has been missed, and where the next job could come from.
Set your own follow-up intervals
Change the “how often” choices to whatever your work actually comes round on — weekly, monthly, annually.
Finish a job
Writing it up, and the one question worth answering before you drive off.
Questions, answered
What is the difference between a recurring job and a service reminder?
A recurring job books the next visit automatically at the agreed price. A service reminder books nothing — it puts the customer on a call list for work that has to be sold again each time.
Can an engineer set a follow-up from site?
Yes, when they finish the job. What they set is the call list, never automatic booking, and the screen says so.
How far in advance does it warn me?
Thirty days by default, and adjustable. Enough notice to order parts, staff it and ring the customer.
Is there a six-weekly or eight-weekly option?
Not for automatic booking — the intervals are weekly through to yearly or a single date. A six- or eight-week cycle can be tracked on the call list by number of days.
What does it cost?
£29.99 a month for the whole business — every feature, every person, no add-ons and no per-user pricing. 60 days free and no card to start.
Everything else it does
Try it on your own work
60 days free with everything switched on, and no card to start. If you would rather ask something first, there is a person on the other end.
£29.99 a month for the whole business after the free 60 days.