Recurring Jobs
Give recurring service a clear agreement and operational history.
Try TidyOps freeThe Reality
Regular service needs more than copied appointments: managers need to see the agreement, generated horizon, exceptions, and requested changes.
The TidyOps Workflow
Review each recurring agreement’s status, frequency, agreed price, preferred window, generation horizon, history, and occurrence exceptions. Managers can explicitly generate occurrences and pause, resume, cancel, or reprice an agreement.
In Practice
Agreement Oversight
Review the service, frequency, agreed price, preferred window, status, and generated-through date for each plan.
Exception Handling
Review occurrence exceptions, generation failures, and pending customer change requests before acting on them.
Controlled Changes
Pause, resume, cancel, explicitly generate, or explicitly reprice a recurring agreement from operations.
Concrete Capabilities
- Frequency contextEach agreement records its selected recurring frequency and preferred service window.
- Explicit generationManagers can run generation and see the date through which occurrences were generated.
- Series historyReview agreement history and occurrence dates, statuses, and changes in one operations view.
Frequently Asked
What if a client wants to skip or move service?
Recurring customers can submit skip, reschedule, pause, and cancellation requests from their service plan. Managers review pending requests in recurring operations.
Are future appointments generated automatically?
The operations view provides an explicit Generate action and shows the current generated-through date. It does not promise automatic, continuously generated appointments.