Jobs & scheduling

Recurring visits

Schedule repeating maintenance without rebuilding every ticket.

Audience: PM / compliance

Demo video

Video coming soon

We are recording a walkthrough of Recurring visits. Check back here — the same clip will ship to social later.

Screenshots

Primary screen for this feature
Detail / result view
Mobile / Field app view

How to use it

  1. Create a job template for the asset/program.
  2. Set recurrence (monthly, annual, NERC interval, custom).
  3. Generate upcoming instances; assign default crews.
  4. Skip or reschedule a single instance without breaking the series.

Tips

  • Tie recurrence to asset intervals so the program and calendar stay aligned.
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