Set Up Recurring Jobs

A recurring job repeats the same work for one customer on a set schedule. JobWise creates each visit up to 14 days ahead. Schedules live on the Recurring page in the sidebar.

Create a recurring job

Use this when one customer needs the same visit on a regular schedule.

1. Select New recurring job on the Recurring page.
   • Admin, Manager, Office Staff, and Team Lead can create and change schedules by default.
   • Sales can open the page and view schedules, but cannot change them.
   • Tech cannot open this page.
   • Roles decide which pages and actions each team member gets. See Create and Edit Roles and Permissions.
2. Enter a Title.
3. Choose a Customer.
   • Choose the Service address for the visits.
4. Set the Start date.
   • The first visit falls on this date.
5. Set the Visit time. It starts at 09:00.
6. Choose how often the job Repeats.
   • Choose Custom… to set your own interval.
   • Ends starts at Never. Choose On date or After to stop the repeats.
7. Select Create recurring job.

The page opens the saved schedule, and its panel is titled Visit schedule.

Generate a job now

Use this to add a job today without changing the schedule.

1. Open the schedule from the Recurring page.
2. Open Schedule actions.
3. Select Generate job now.
   • It appears only for active schedules.
4. Select Generate now to confirm.

A job dated today appears under Generated jobs.

Edit a recurring job

Use this to change the settings on a schedule you already created.

1. Open the schedule from the Recurring page.
2. Change the fields you need.
3. Under Checklist, open Templates to use a saved checklist.
   • The Checklist section appears only for Admin, Manager, Office Staff, and Team Lead.
   • Checklists let the team tick off each step of a job as the work gets done. See Use Job Checklists.
4. Select Save changes.

Pause, resume, or cancel a recurring job

Use this to pause a schedule, resume it later, or cancel it.

1. Open the schedule from the Recurring page.
2. Open Schedule actions.
3. Choose the action you need.
   • Select Pause to stop new visits. It appears only for active schedules.
   • Select Resume to restart a paused or completed schedule.
   • Select Cancel recurring to stop new visits. Only Admin and Manager can cancel.

The schedule panel shows the new status.

Delete a recurring job

Use this to remove a schedule from the list, or cancel it to keep it listed.

1. Open the schedule from the Recurring page.
2. Open Schedule actions.
3. Select Delete.
   • Only Admin and Manager can delete.
4. Confirm the deletion in the dialog.

The schedule leaves the list.

What each schedule creates

These settings control what each generated job does.

• Generate an invoice for every visit creates a draft invoice dated the visit's day. It is finalized when it is emailed or charged.
• Email the invoice to the customer appears only when invoices are on. It sends once the invoice is generated. If the charge goes through, the customer gets a receipt instead.
• Auto-charge a saved payment method charges the saved card when the invoice is generated. Use Add payment method to save a card. To take a card payment by hand, see Collect a Card Payment.
• A failed charge is retried 24 hours later, then 72 hours after that, and stops after three attempts.
• Due in (days) sets the invoice due date, counted from the invoice date.
• Generate a quote on the first visit creates a draft quote for the first visit.
• Templates loads a saved checklist, and each job starts with its items unchecked.
• Generated jobs lists the jobs the schedule created.
• If generating a visit fails, the schedule stays active, and JobWise retries it on a later run.