Adding Recurring Visits
If you have customers you service on a regular schedule such as weekly, biweekly, or monthly, you don’t need to add each visit one by one. Set up a recurring series once and LawnPro will build your entire schedule automatically.
How to Create a Recurring Series of Visits
Click on the Schedule Tab then click Schedule
Click the green New Event button and select Visit to Customer
At the top of the new visit page click the Type dropdown and change it from Single Visit to Recurring Series of Visits
Set Your Frequency
Choose how often these visits occur. You have five options:
- Daily — Choose whether visits happen every weekday, or set a specific number of days between visits (anywhere from every 1 day up to every 365 days)
- Weekly — Choose how many weeks apart the visits are and which day of the week they fall on
- Biweekly — Choose which day of the week the visit occurs on
- Monthly — Choose how many months apart between visits and either a specific day of the month or a relative day such as the first Monday or third Friday of each month
- Yearly — Schedule on a specific date each year or a relative day within a specific month such as the first Monday of January
Set Your Start Date and Time
Select the start date for the recurring series.
If you need visits at a specific time check the Time box and enter the time.
Add an estimated duration for how long each visit will take
Set Your End Date
Choose when you want the series to end. You have three options:
- Set a specific end date
- Set a total number of visits
- Select Infinite Visits — this schedules a year out and automatically schedules the next year once that year has ended
Seasonal Pause
If there are months you don’t service such as winter, you can set a Seasonal Pause. Check the box and select a pause you have already created, or click the plus sign to create a new one
Visit Details
Check the box if you want these visits to be invoiceable. If this box is not checked, you will not have the option to close and invoice these visits.
Name the recurring series and select the customer and property — if the property has default items or services set up they will automatically populate
If the series is tied to a contract or level billing agreement link it using the dropdown.
You can learn about Level Billing Agreements here.
By default visits appear as teal on your calendar. Click the teal bar to choose a different color.
Add your items and services by typing in the description box — your items will auto populate from your account. Use the green Add Line button to add multiple services or the yellow Add Package button to add a bundle at once.
Note: If you have default item or services added to the selected property, they will auto-populate.
Attach any visit forms that need to be completed for these visits.
Assign a crew or employees — selecting a crew will automatically populate the employees in that crew. You can also assign individual employees by typing their name directly in the employee box.
Add any tags and internal notes for your team — these are not visible to the customer. Any existing property notes will also appear here for reference but cannot be edited from this page.
Fill in any custom fields if needed
Upload any photos or videos by dragging them to the upload area or clicking Select File.
Select if you want the images to transfer to the invoices linked to these visits.
Choose whether to transfer the event title to the invoice and whether to add any uploaded images to the invoice
When everything looks good click the green Create Now button and LawnPro will generate the entire recurring series and add it all to your schedule automatically.
