Set up repeat work one time. ServicePilot creates each job automatically before every visit. This suits regular cleans, pest control, pool care, and HVAC service.
Go to Recurring and select New plan. Give the plan a name, for example “Quarterly pest treatment”. Pick the customer. Set how often it repeats, weekly or monthly. Set the next due date.
Set how many days before the due date the job appears. ServicePilot creates the next job automatically. It schedules the job to the due date and assigns your default technician. It then moves the plan forward to the next visit.
Choose what happens each cycle. The options are nothing, a reminder email, or a quote at a set price that the customer accepts online. A quote each cycle suits contracts where the customer confirms each visit.
Pause a plan when a customer stops for a while, then resume it later. Change the frequency or the technician at any time. Set an end date so the plan stops on its own.
Any repeat work. This includes regular cleans, pool care, pest control, HVAC (heating, ventilation, and air conditioning) maintenance, fire safety checks, and grounds care. If the work happens on a schedule, ServicePilot can run it.
Yes. ServicePilot creates each job automatically before the due date. It uses your lead time, assigns your default technician, and adds the job to the schedule.
It can email a quote at a set price for the customer to accept online each cycle. It can also send a reminder. You still bill through your normal invoice, so you stay in control.
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