Plan recurring service work
Recurring work needs a clear scope, schedule and review process so future visits remain deliverable.
Confirm the repeat agreement
Review the customer, location, service frequency and scope. Check the commercial agreement before setting up recurrence; a repeating appointment does not by itself define a billing contract.
Use the supported recurrence options
Set the pattern and end conditions available in your workspace. Review how future jobs are created and whether assignments need separate confirmation.
Inspect the upcoming schedule
Check a representative future visit for conflicts, holidays and capacity. Review changes to a single visit separately from changes to the complete recurring series.