Recurring Jobs in Housecall Pro
There are many options for creating recurring jobs to meet the needs of your business. Recurring jobs are a great tool because once you set up the recurrence, you'll no longer have to schedule each job every week.
How to Create a Recurring Job (Web)
To create a recurring job:
Click New in the top navigation bar of your HCP account.
Select Recurring Job from the dropdown.
On the New recurring job page, add the following information:
Frequency
Recurrence info (Schedule or Find a time)
🛠️ Tip: To send your customer a notification of the job, check the Notify customer box at the bottom of the page before saving.
When you're ready, click Save recurring job in the top right corner of the page.
📌 Note: Job inputs do not carry over on recurring jobs.
How to Create a Recurring Job (HCP Mobile App)
Easily create recurring jobs from the mobile apps. Make changes to a single job or the entire series on the go.
To create a recurring job in the HCP Mobile App:
Tap the + on your home screen and select Job.
Tap Schedule + on the job page.
Select Recurrence.
Customize your recurrence details.
Save the job
📌 Note: Job inputs do not carry over on recurring jobs.
Need to make changes to your schedule? No worries, you can do that too. Plans can change, so changing the entire string of jobs or just one visit is simple to do. Learn how to make changes to 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.