Overview
Create recurring Service Agreement visits directly on the Service Agreement Scope of Work step for work that needs to be performed on a recurring basis. This helps you save time and create visits faster and more efficiently.
Who uses this feature
Administrators, accountants, estimators, project managers, and operations managers.
Primarily benefits Commercial Service and Replacement and Commercial Construction business types
Applies to all trades
Add a recurring visit to Service Agreements
Create a recurring visit for customers in Step 4: Scope of Work when setting up Service Agreements by following these steps:
In the Scope of Work screen, click +Add Visit to the location.
In the Add Visit screen that opens, enter the following visit details for recurrence:
Visit Details:
Visit Name: Enter a name for the visit.
Visit Recurrence: Select Repeat to make the visits recurring or select Do not repeat for a one-time visit. For more details on recurring visits, see Visit Recurrence
Visit Window Length: Set the duration of the visit windows for all visits created via this recurring visit. The Visit Window for each individual visit can be modified after the series is created.
Note: After you select Repeat, the Visit Window cannot be edited. Instead, the Visit Window Length field appears. This sets the duration of the visit window for all visits created through the recurring setup. The visit window for each individual visit can be modified after the recurrenceis set up.
After you complete the Visit Details section, continue to the Job Details section to finish setting up the visit.
Visit Recurrence
After selecting the Repeat option in the Visit Recurrence field, complete the following steps in the Customize Recurrence window.
Repeat Every: Choose how often you want the visit to occur. From the dropdown, select one of the following recurring options:
Repeat During: Define the date range during which the recurring visits should generate. You can select one of the following options:
Entire agreement duration: Visits will generate throughout the full start and end dates of the agreement.
Specific date range(s): Select a specific range within the agreement when the visits should be generated.
After you set up the recurrence, the Summary section displays the visit schedule. Click Preview to see the exact dates when visits will occur.
Note: For example: Repeat every 1 week on Monday during the entire duration, resulting in 52 visits.
Day
Select Day if you want the visits to recur on a daily basis.
In the Repeat Every box enter the number of days between each visit.
Week
Select Week if you want the visit to recur weekly.
In the Repeat Every box enter the number of weeks between visits.
From the Repeat On field, select the specific day or days of the week you want the visit to occur.
Month
Select Month if you want the visit to repeat monthly.
In the Repeat Every box enter the number of months between visits.
Select one of the following options from the Repeat On field:
Day in the month: Select the specific day(s) of the month that you want the visit to occur on. For example, if you want the visit to occur on the first day of the month, select 1.
Note: Select Last day of the month to ensure the visit always occurs on the final day of the month, regardless of the month.
Specific day: Select the First, Second, Third, Fourth, or Last specific day of the month and select the specific day of the week from Monday til Sunday.
Note: To add multiple specific days, click + Add.
Year
Yearly recurring visits are only available for Service agreements that have a duration longer than 12 months.
Select Year to make the visits recur on a yearly basis.
In the Repeat Every box, enter the number of years between visits.
Specify the start date for the recurring visit in the Starting On field.
Want to learn more?
Visit ServiceTitan Academy and enroll in Creating & Managing Service Agreements