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Appointments vs. Segments vs. Recurring Jobs

Taylor L avatar
Written by Taylor L
Updated over 2 weeks ago

Difference Between Multi-Day Job Appointments, Segments, and Recurring Jobs

Housecall Pro gives you several ways to manage work that spans multiple visits, phases, or schedules. Multi-day job appointments, Segments, and Recurring jobs all organize repeat or extended work, but each serves a different purpose.

In this article, you’ll learn the key differences to find which option best fits your business's workflow.


Multi-Day Job Appointments

Appointments let you schedule multiple visits under a single job. Each appointment has its own date/time and assigned employees, while all appointments share the same job details and invoice.

Best for: Jobs that take place over multiple days or visits, but are part of the same overall job.

Useful when:

  • The same job spans multiple days (e.g., Monday–Wednesday)

  • You need to assign different techs to each day.

Example Scenario: You’re repainting a customer’s house and plan to work on Monday, Tuesday, and Wednesday. You can add three appointments to the same job, one for each day, so your team can track each visit while keeping one invoice, job status, and payment record.

Key things to know:

  • Each Appointment shows as a separate tile on the calendar.

  • You can send On My Way notifications for each visit.

  • The job can be marked finished once all Appointments are complete.

  • Appointments are tied to a single job.

🔎 For more details on how to enable and manage Appointments, check out our help center article Multi-day Job Appointments Overview.


Segments

Segments divide one job into multiple parts (segments). Each segment has its own job page where you can schedule, track, and invoice work separately, while still keeping everything organized under one parent job.

Best for: Jobs that need multiple visits, statuses, or invoices, like phased projects, return visits, or insurance work.

Useful when:

  • You need to bill separately for each stage of a project.

  • You’re returning to complete additional work (e.g., after parts arrive)

  • You need to collect deductibles and bill insurance separately.

Example Scenarios:

  • Multi-day installation: A two-day sprinkler system install with different techs each day.

  • Return visit: You find extra work and need to schedule another visit under the same job.

Key things to know:

  • Each segment can have its own schedule, invoice, and line items.

  • You can rename, copy, and delete segments as needed.

  • You can invoice segments individually or combine them into one invoice. Multiple segments cannot be added to an invoice if Progress Invoicing is enabled in your account.

  • All segments share a master job number with sub-numbers (e.g., #105-2).

🔎 For more details on how to use and manage Segments, check out our help center article Job Segments Overview.


Recurring Jobs

Recurring jobs automatically create new jobs on a set recurrence — weekly, monthly, quarterly, or annually. Each job in the series is its own record with its own schedule, invoice, and job number.

Best for: Ongoing services that happen on a regular schedule.

Useful when:

  • You perform repeat maintenance, cleaning, or inspections.

  • You want each visit to appear as its own job in your reports and calendar.

  • You need separate invoices per visit.

Example Scenario: You clean a customer’s pool every Friday. You create a recurring job to auto-schedule the visit each week, and each one shows up as a new job with its own invoice.

Key things to know:

  • Each occurrence is an independent job.

  • You can edit a single job or the entire series.

  • Recurring jobs cannot include segments or multiple appointments.

  • Daily, weekly, and monthly recurrences extend one year out; yearly recurrences extend five years.

🔎 For more details on how to use and manage Recurring jobs, check out our help center article Manage Recurring Jobs.


Need help or have questions?

We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.

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