Manage recurring service eventsLast updated on 09/06/2022
The Recurring Service Events screen in Follow Ups is where you can manage membership visits and book them into jobs. You can filter recurring events, contact customers directly, and log follow-up notes.
Things to know
Recurring service events are individual service visits that are automatically scheduled based on recurring service settings. They're typically included with a membership.
The date of a recurring event lets you know when to schedule a service. You set the actual service date when you book the event into a job.
If an upcoming recurring event has preferred technicians for the service location and the recurring service, only the recurring service preferred technician displays. You can add a preferred technician by editing recurring services.
The bottom of the Recurring Service Event record displays a list of logged follow-ups and any event dismissal information.
View and filter recurring service events
Go to the navigation bar and click Follow Up.
In the side panel, click Recurring Service Events.
Add filters and sort columns to customize your view:
Use the filters to find specific recurring service events. For example, expand the date range to view more recurring events. You can also filter by technician name, city, ZIP code, zone, and location tags. When you update the filters, the recurring service events table refreshes automatically.
Tip: The number next to the Recurring Service Events header shows how many events are included within your filters.
By default, the table displays recurring service events chronologically. Click a column header to sort by that column. For example, click the Status column to list recurring events alphabetically by status.
Scroll to the bottom of the table and click Load more to see the next 25 upcoming recurring events.
Book recurring service events into jobs
From your filtered recurring service events results, you can book recurring events into jobs:
From the Recurring Service Events screen, click the recurring event you want to book.
The Recurring Service Event record opens in a new browser tab.
Click the customer phone number or email address to contact the customer to book the recurring event into a job.
If the customer is ready to book the recurring event, enter any additional job details and click Book Job. For more information, see Book a job. If you’re unable to book the recurring event into a job, log a follow-up.
Log a follow-up for a recurring service event
Follow-ups help your team stay on top of booking recurring service jobs and improve customer relations. If you’re unable to contact a customer, they aren’t ready to book a job, or they no longer want the service, log a follow-up:
From the recurring service event, click Log a follow-up.
Enter follow-up details in the Notes field or click the Log Templates dropdown and select a prewritten message.
Add any additional follow-up details:
Successfully reached the customer—Select if you contacted the customer
Copy to Customer Notes—Select to add follow-up notes to the customer record
Copy to Location Notes—Select to add follow-up notes to the service location record
Change Recurring Service Event Date—Click to select a new recurring service event date. The new date is reflected in the Recurring Service Events screen of Follow Ups.
When you’re done logging the follow-up, click Save.
Want to learn more?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.