Book a series of recurring Visits

Value and problem solved

A maintenance contract might need a Visit every three months. A cleaning team might attend every weekday. Until now, arranging a run of work like this meant entering each Visit separately. You can now set up the series while creating the first Visit on a Project.

Choose Repeats and pick a pattern. There are options for every weekday, every day, weekly, fortnightly, monthly, every three or six months, and yearly. The choices use the date of the first Visit, so a weekly Visit starting on a Tuesday offers a Tuesday repeat.

For a different pattern, choose Custom. You can set an interval in days, weeks, months or years. Weekly patterns also let you choose the days, such as Monday and Thursday every two weeks.

Choose whether the series ends on a date or after a set number of Visits. Before saving, the form shows the number of Visits and the first and last dates. You can create up to 100 at once. Each attendance is a Visit on the Project, keeping the schedule alongside the rest of the work.

Who it’s for

Owners and office staff arranging regular maintenance, cleaning or other repeat work. It is useful when the same team needs to attend on a predictable pattern over several weeks or months.