Changing or ending a recurring schedule

In this article, you'll learn how to change a recurring schedule after it's running, and how to end one when the work stops. Every job in a series carries the series' settings, so you can do all of this from any one of its jobs.

To open a recurring schedule:

  1. Open any job that belongs to the series.
  2. Stay on the Details tab.
  3. Scroll past the schedule times to the Recurring Schedule block.

The block opens with a one-line summary: how often the jobs repeat, when the series stops (after a set number of jobs or on a date), and how many days ahead the jobs get created. Under it sit the series' settings and a table of every job the series has made so far, with columns Schedule, Team, Status and Job. Click a job number in the Job column to open that job.

Changing settings for the whole series

Three settings in the block belong to the series, not just the job you're looking at. Change one and it saves right away. There's no Save button.

  • Billing: a dropdown with Charge the card on file, Send an invoice, Collect manually and No billing. A short line under it explains what happens when each job is marked Done.
  • Automatically mark each job Done on its day: tick this and the CRM closes each job for you on its scheduled day, which also runs the billing step above.
  • Don’t show these jobs on the schedule: tick this to keep the series off the calendar. Jobs the series already created follow the switch too, except ones that are already Done.

If a billing step failed on a recent job, a Last billing note line shows above the settings with the reason.

Note: Those three settings are the only things you can change for every job at once. Times, items, crew, tags and the days-ahead number aren't bulk edits. To change a job's time or crew, open that job from the table and change it there. New jobs the series creates are still copied from the original job, so you may need to repeat the change on each one.

Changing one job in the series

A job in a series is a normal job. Open it from the Job column, change its time, items or team as usual, and save. Nothing you change on one job touches the others.

Canceling a single job

To skip one visit without touching the rest, open that job and change its status to Canceled with the job's status dropdown. The series keeps going. See How to cancel a job for what else happens when a job is canceled.

Note: Only roles allowed to cancel jobs see Canceled in the status list.

Ending the schedule

To stop the series from creating more jobs:

  1. Open any job in the series and scroll to Recurring Schedule.
  2. Click End schedule at the top right of the block.
  3. A card titled End this recurring schedule? opens. Pick what to do with the upcoming jobs (see below).
Ending a recurring schedule
Ending a recurring schedule

Because jobs are only created a set number of days ahead, there are usually just a few upcoming ones when you end a series. The card's buttons depend on whether any exist:

  • Upcoming jobs exist. The card says how many it already created. Click End and delete upcoming to end the schedule and remove them, End, keep them to end the schedule but leave those jobs on the books, or Cancel to change nothing.
  • No upcoming jobs. The card says no more jobs will be created. Click End to end it, or Cancel.

Pressing Escape or clicking outside the card does the same as Cancel.

Only upcoming jobs still at the Submitted status, with no invoice and no payment on them, are deleted. Anything already billed stays.

Once ended, the summary line shows a CANCELED tag, the End schedule button goes away, and the Billing dropdown is locked. The table of past jobs stays where it is.

Warning: Ending a schedule can't be undone. If the work picks up again later, create a new recurring job.
Tip: The Recurring Schedule block, its three settings and End schedule work the same way on the phone app. There it sits under the job's schedule times, above Team, and the same End this recurring schedule? card asks the same question.

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