How to Create a Recurring Series of Visits

 

To create a series of visits where you service a customer each week, every other week, etc you want to create a recurring series of visits.

To do that, click on the “Schedule Tab

 

 

Then click the green “+ Add New” button, then click “Visit to Customer

 

 

Once on the “Create New Visit” screen, you will choose “Recurring Series of Visits” from the first drop-down box.

blank

 

 

Next, choose how often to visit this customer. You can choose from Daily, Weekly, Monthly or Yearly.

blank

 

 

In this example, we are going to choose weekly.

(Choosing weekly will allow you to set up visits every week, every 2 weeks, etc, etc.)

We are going to set this visit to be every 2 weeks on a Thursday.

blank

 

 

Next, we choose the date of the first visit

(This will be the first day it is on your schedule and routes)

blank

 

 

You can choose the last date you will service this property or you can choose the total number of visits you want if you don’t know an end date. In this example, I am choosing to service the property 32 times.

blank

 

Now we are going to name the event whatever you’d like, then choose your customer, choose their property.

If this series of visits is related to a contract, you should choose that contract from the “Contract / Level Billing Agreement” dropdown. This will let the software know that these items and services should be added to an invoice when you close them, but no price should be added because it is part of a contract / level billing agreement that you are charging a flat rate per month for.

 

blank

Now you will enter or choose the items / services you will perform there each time. If you have already set this up for your customer’s property it will be filled in automatically when you select your customer / property.

 

Finally, choose a crew or employee to assign this series of visits to and click the blue “Create Visits” button.

blank

Updated on February 20, 2022

Was this article helpful?

Related Articles

Leave a Comment