View recurring service eventsLast updated on 03/31/2023

• Recurring services are packages of services, like maintenance visits or routine inspections, that are scheduled to occur at a set frequency.

• Recurring events are individual service visits that are automatically scheduled based on recurring service settings.

• The date of a recurring event allows you to know when to schedule a service. You set the actual service date when you book the event into a job.

The Recurring Service Event screen of Follow Ups is where you can view and filter upcoming recurring service events. From there, you can contact customers and book recurring service events into jobs.

Recurring events are attached to a customer’s service location. You can open a service location record by finding the service location from the Call Booking screen or by searching by location.

In the service location record, go to the Recurring Service Events section. Click a recurring event to open the record. There, you can edit event details.

Note: If there aren’t any recurring service events for a location, the Recurring Service Events section and table won’t be displayed.

You can run reports on recurring events using the Recurring Services - Upcoming Appointments custom report template. For more, see Create custom reports.

• Watch Recurring Services in Setting Up Memberships

• See Create and edit recurring service types