Recurring Jobs | FieldCamp

Set up weekly, bi-weekly, monthly, or custom recurring jobs in FieldCamp. Visits are created automatically so your field service schedule stays on track.

Recurring jobs handle work that repeats on a regular cycle. Lawn care every Thursday, monthly HVAC filter changes, weekly office cleaning -- set it up once and FieldCamp creates each visit automatically.

The Fastest Way: Ask the Command Centre

Open the Command Centre and describe what you need:

"Create a weekly HVAC maintenance job for City Hospital every Monday at 9am"
"Set up bi-weekly pool cleaning for the Smith Residence starting next week"
"Schedule monthly pest control for ABC Plumbing's warehouse"
"Create a quarterly fire extinguisher inspection for all 4 office locations"

The Command Centre builds the recurring job, assigns the team, and confirms the schedule in one conversation.

When you tell the Command Centre the frequency and start date, it fills in the recurring pattern automatically. You can always adjust before confirming.

What Is a Recurring Job?

A recurring job is a single job record that generates multiple visits based on a schedule you define. Each visit appears on the calendar and can be managed independently -- reassigned, rescheduled, or skipped -- without affecting the rest of the series.

Frequency Options

FieldCamp supports a range of frequencies to match any service pattern:

Frequency	How It Works	Example
Daily	Every day or every X days	Fire alarm checks at a hotel, every weekday
Weekly	Same day(s) every week	Lawn mowing every Thursday
Bi-weekly	Every other week on the same day	Pool service every other Monday
Monthly	Specific date or position each month	HVAC filter change on the 1st, or third Tuesday
Quarterly	Every 3 months	Fire extinguisher inspection in Jan/Apr/Jul/Oct
Yearly	Once per year	Annual boiler inspection, seasonal startup
Custom	Any interval or pattern	Every 6 weeks, every 10 days, or specific day combinations

Real-World Examples

Here is how different field service businesses use recurring jobs:

Business	Recurring Job	Frequency	Typical Setup
Pool service	Weekly pool cleaning	Every Monday at 9am	Same tech (Mike Torres), same route every week
HVAC company	Monthly filter change	First Wednesday of each month	Rotate among 3 technicians
Lawn care	Bi-weekly mowing	Every other Thursday	Same crew, adjusts seasonally
Fire safety	Quarterly extinguisher inspection	Jan 15, Apr 15, Jul 15, Oct 15	Specialized tech with certification
Cleaning service	Weekly office cleaning	Every Monday, Wednesday, and Friday	2-person crew, evening hours
Pest control	Monthly treatment	Last Friday of each month	Same tech for client relationship

Setting Up a Recurring Job

Step 1: Start a New Job

Navigate to Jobs and click Create Job, or ask the Command Centre. Fill in the client details, service address, and line items just like a one-time job.

Step 2: Choose Recurring

In the scheduling section, select the Recurring Job tab instead of One-Off Job.

Step 3: Configure the Frequency

Pick from the standard options:

Daily -- Every day or every X days
Weekly -- Select which days of the week (e.g., Monday and Wednesday)
Monthly -- Choose a specific date (the 15th) or a position (third Tuesday)
Quarterly -- Select the months and dates
Yearly -- For annual inspections or seasonal startups

Step 4: Set an End Condition

Decide when the series should stop:

End Condition	Best For	Example
After X visits	Fixed-term contracts	"Stop after 12 visits" for a one-year monthly contract
On a specific date	Contracts with an expiry	"Run until December 31, 2026"
No end date	Ongoing relationships	Continues until you manually stop it

Step 5: Assign a Technician

Choose the default technician or crew for all visits. This person is assigned to every generated visit unless you change individual visits later.

Step 6: Save

Click Create. FieldCamp generates the upcoming visits and adds them to the calendar and dispatch board.

For patterns that do not fit the standard frequency options, use the Custom Schedule modal. This opens when you select Custom in the frequency dropdown.

With the custom modal you can build complex patterns:

Pattern Type	How to Set It	Example
Multiple days per week	Select several days in the day picker	Every Monday, Wednesday, and Friday
Custom intervals	Set "every X days" or "every X weeks"	Every 6 weeks, every 10 days
Position-based monthly	Pick a weekday position	First Tuesday of each month, last Friday of each month
Seasonal restrictions	Limit to specific months	April through October only (for lawn care)
Exceptions	Define blackout dates	Skip the week of July 4th, skip December holidays

The modal shows a preview calendar so you can see exactly when visits will fall before saving.

For patterns like "every Monday and Wednesday" — you do not need the custom modal. The standard weekly frequency lets you select multiple days of the week.

How Visits Are Auto-Created

Each recurrence generates a new visit automatically. Here is how the process works:

FieldCamp generates visits ahead of time — The system creates visits for a configurable horizon (typically 4-8 weeks into the future). As time passes, new visits are generated automatically to maintain the horizon.
Visits inherit job defaults — Each visit gets the job's default team assignment, line items, instructions, and forms.
Each visit is independent — Once created, a visit can be adjusted without changing the template or other visits. Reassign one visit, reschedule another, cancel a third — the rest of the series continues unaffected.

Example: Sarah Johnson is assigned to a weekly cleaning job at City Hospital every Thursday at 9am. She is on leave next Thursday. You reassign just that single visit to Mike Torres. The week after, the visit is back with Sarah automatically because the recurring pattern still assigns her by default.

Managing a Recurring Job

Edit the Schedule

Open the job detail page and click Edit Job. When you change the frequency, days, or end date, you will see two options:

Update future visits only — Past and in-progress visits stay as they are. Only upcoming visits reflect the new schedule.
Update all future visits — All visits that have not started yet are regenerated based on the new pattern.

Skip a Single Visit

Open the specific visit from the Visits tab and click Cancel Visit. The rest of the series continues on schedule. Use this for holidays, one-off schedule changes, or when the customer requests a skip.

End the Recurrence

From the job detail page, open Edit Job and set an end date or change the status to Completed. No further visits are generated. Existing scheduled visits remain on the calendar unless you cancel them separately.

Add a One-Off Extra Visit

Need an unscheduled visit for this job? Click Add Visit from the Actions menu and pick the date. This does not change the recurring pattern — it is a one-time addition.

Change the Assigned Technician

For one visit — Open the specific visit and reassign it. The rest of the series stays with the original tech.

For all future visits — Edit the job and change the default assignment. All future visits are updated; past visits keep their original assignment.

Editing a recurring job only affects future visits. Completed or in-progress visits are never modified retroactively. This protects your historical records and job logs.

Recurring Jobs and AI Dispatch

The AI scheduling engine is aware of recurring patterns and uses them to make smarter decisions:

Consistency preference — If Mike Torres handles the Monday pool cleaning visits, AI tries to keep assigning him for consistency. Customers appreciate seeing the same face.
Conflict avoidance — AI checks the recurring pattern against all other schedules to prevent conflicts. If a new job would overlap with an existing recurring visit, AI suggests a different time.
Workload distribution — When multiple recurring jobs pile up on the same day, AI can suggest redistribution across the week.
The AI Dispatcher sees recurring visits in the dispatch queue and optimizes them alongside one-time jobs for the best overall route and schedule.

Recurring Invoicing

Recurring jobs pair naturally with recurring invoicing. Two common patterns:

Invoice per visit — Each time a visit is completed, an invoice is generated automatically (or manually). The invoice includes that visit's labor, materials, and charges.

Invoice per period — At the end of the month (or billing period), one invoice is created for all completed visits in that period. This reduces paperwork for the customer and your team.

Configure recurring invoice preferences in the job's billing settings. When workflow automation is enabled, invoices can be generated and sent automatically after each completed visit.

Recurring Jobs and Online Booking

Customers can book recurring services through Online Booking. When a customer selects a service and chooses a recurring frequency, the booking creates a recurring job automatically.

For example, a customer visits your online booking page, selects "Pool Cleaning," picks "Weekly" as the frequency, and chooses Monday mornings. FieldCamp creates the recurring job and generates visits based on the selected pattern. See Recurring Booking for the customer-facing setup.

Recurring vs Multi-Day: Which to Use

Question	If Yes →	If No →
Is it the same work repeated on a schedule?	Recurring job	Check multi-day
Does Day 2's work depend on Day 1 being finished?	Multi-day job	Probably recurring
Are the days consecutive?	Multi-day job	Recurring or separate jobs
Should one invoice cover all visits?	Multi-day job	Recurring (invoice per visit)
Can different techs handle different visits?	Recurring job	Multi-day job (same crew)

Recurring Jobs | FieldCamp

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