Set up work that repeatsUpdated
Regular visits booked ahead automatically, and reminders for work that has to be sold again.
Written 30 September 2026 · updated 11 October 2026
What is said in this recording
Two different things get confused here, and they behave very differently. Recurrence books the next visit automatically for work the customer has already agreed will repeat. A service interval does not book anything — it puts the customer on a call list when the work is due again.
Step by step
- 1
For work already agreed to repeat, go to Jobs and press New recurring job.
- 2
Set the customer, the work, the price per visit and how often.
Weekly, monthly, quarterly, annually, or a specific date. The first visit is booked deliberately; the ones after it are booked for you — and most of them simply go in the diary without asking you anything.
- 3
Decide how it gets paid, once.
The visits booking themselves is only half of it. Until the customer has left a card on file, somebody still has to open each invoice and tap Pay. Ask them once, on an invoice they are already paying, and from then on the money arrives on its own.
- 4
For work that has to be sold again each time, set a service interval on the job instead.
On the job page, or by the engineer in the completion prompt when they are still on site — the only moment it is free to ask. Twelve months on a boiler service, six on a filter change.
- 5
Watch for it coming back round in the Revenue Radar.
When the interval is up, the customer appears as an opportunity to chase. Nothing is booked and nothing is charged until you sell it.
Worth knowing
You are only asked to confirm a booking when something needs deciding
A booking inside the next month, on somebody who still works for you, at the time you actually asked for, simply happens — there is nothing to approve. It is pencilled in and flagged only where there is a real question: it is more than a month out and a lot can change before then, or the engineer has left, or the date had to move off a Sunday or somebody’s holiday. A weekly cleaner should not be asking you to confirm the same booking fifty-two times a year — that is how people learn to clear the bell without reading it, and then miss the one that mattered.
“Done again” means the same work, not the same customer
A service reminder is matched on the customer AND the job. Somebody who had a boiler service last year and a gutter clean last month still gets their boiler reminder — the gutter clean does not cancel it.
A job that recurs never gets a service reminder
It is already booked. Reminding you to sell something the customer has standing would be noise, and noise is what makes a business stop reading the list.