Scheduling & Field Work | Workspace
Set up recurring services
Create repeat schedules that generate predictable visits without duplicating the setup each time.
Sign in to your company workspace to use the related controls.
What this section includes
- Choose the customer and service
- Set the recurrence
- Assign responsibility
- Review generated visits
- Pause or end safely
Start-to-finish instructions
Choose the customer and service
Confirm the service location, standard scope, price, and expected duration.
Set the recurrence
Choose frequency, start date, preferred day or window, and an optional end date.
Assign responsibility
Select a technician or leave visits available for dispatch, depending on your workflow.
Review generated visits
Check upcoming occurrences for holidays, time off, route conflicts, and customer exceptions.
Pause or end safely
Pause future visits without deleting history, or end the series after the final completed service.
Helpful tip: Change one occurrence for a one-time exception; edit the series only when future visits should all change.
What success looks like
- The record is saved, the status is correct, and the next person can see what to do without asking for missing details.
Common problems
- If a button or page is unavailable, confirm your company, plan, role, and the status shown on the page before retrying.