Set up a recurring job

A recurring agreement is the contract, not a pile of copied tickets. You set the customer, the cadence, and optionally the assets. Servicebay then creates the next visits as ordinary jobs — with ticket numbers and calendar events — days ahead.

1. Open Jobs and switch to Recurring

   Go to Jobs. At the top of the list, tap Recurring (next to Jobs) to see your service agreements instead of one-off tickets.

2. Start a new agreement

   Tap the + button. The create-job screen opens in recurring mode — same customer picker and job fields, plus the repeat settings.

3. Pick the customer (and assets, if any)

   Choose the customer this agreement belongs to. If the work is on a specific unit — a Carrier, a lawn, a backflow device — add it so later visits stay on that asset.

4. Set how it repeats

   Choose daily, weekly, fortnightly, monthly, or a custom rule (for example the third Tuesday, the last day of the month, or Monday and Thursday). The first visit is the next date that matches the rule on or after the start date.

5. Optional: turn on invoicing

   On the agreement you can ask Servicebay to create an invoice when a visit closes. Use a line-item template so generated visits have something to bill — a visit with no lines is skipped, not billed at $0. Charging a saved card is not live yet; the app says so.

6. Save the agreement

   Tap Save. Upcoming visits (and their calendar events) are generated straight away when the functions are deployed, so you should see the next jobs on Jobs and on the calendar without waiting for the hourly sweep.

7. Skip, move, pause, or end later

   Open any agreement from Jobs | Recurring. Skip or move one visit if the customer is away. Pause the whole series for a season. End it when the work is done. Jobs already completed stay on the record — the history is not rewritten.