Set up repeat work once and let ServicePilot create each job automatically, ahead of every visit. Ideal for cleaning rounds, pest, pool, HVAC and servicing.
Go to Recurring and hit New plan. Give it a name (e.g. Quarterly pest treatment), pick the client, set how often it repeats (weekly or monthly) and the next due date.
Set how many days before the due date the job should appear. ServicePilot creates the next job automatically, schedules it to the due date, assigns your default team member, then rolls the plan forward to the next visit. You never have to remember.
Choose what happens each cycle: nothing, a friendly reminder email, or a quote the customer can accept online at a set price. Handy for contracts where the customer confirms each visit.
Pause a plan when a client goes on hold and resume it later, change the frequency or assignee whenever you like, or set an end date so it stops on its own.
Any repeat work: regular cleans, pool servicing, pest control, HVAC maintenance, fire and test-and-tag, grounds care. If it happens on a schedule, ServicePilot can run it.
Yes. Each job is generated automatically ahead of the due date using your lead time, assigned to your default person, and added to the schedule.
It can email a quote at a set price for the customer to accept online each cycle, or just send a reminder. Billing still happens through your normal invoice, so you stay in control.
Quotes, jobs, scheduling and invoicing - 14 days free, no card required.