Set up recurring jobs

1 Create the job

1. Click Jobs → New job and pick the client.
2. Under Visits & schedule, choose Every week, Every 2 weeks or Every month.
3. Set the first visit date, visit time, who it's assigned to and an end date (optional).

2 Invoicing

1. Choose Draft invoice after each completed visit or Monthly draft invoice.
2. Enter the price per visit and an optional checklist for every visit.
3. Click Save — the visits appear on the schedule.

Visits are added up to 60 days ahead and keep being added automatically.