Schedule a Visit

Job statuses: Scheduled, Scheduled - Delayed, In Progress, Completed, Cancelled. Fixed-interval and Set weekdays plans put visits on Schedule automatically when Auto-create is on. Use this when you need a visit that is not already on the calendar, including Set frequency work (a count like twice a month), which does not auto-create yet.

1. 1

   Open New Job

   Go to JobsNew Job. The page title is New Job.

2. 2

   Pick the work type first

   When more than one work type is enabled, a row of tabs sits at the top of the form under What Are You Scheduling?. Pick the work type before anything else: it decides which fields the form shows and which sites you can choose, and switching it clears sites that no longer match. With only one work type enabled there are no tabs — you set Type further down the form instead.

3. 3

   Choose scheduled or one-off

   If the work type allows one-off visits, Visit Type offers Scheduled Job and One-Off Job. Scheduled is the regular visit. One-off is outside the seasonal window or fixed interval — turn that on per work type under SettingsWork Types (Allow One-Off Jobs).

4. 4

   Pick customer, site, date, and crew

   Choose the customer, the site, and the Scheduled Date, then assign a crew. Selecting more than one site creates one job per site. For a work type with Scheduled jobs must be under a contract on (Settings → Work Types), the form links the active covering contract for that site (required). When exactly one contract matches, it is linked for you and named on screen; when more than one matches, pick the right plan under Service Contract. A visit that somehow has no contract shows a No service contract linked card on its job page where the office can attach one, and the Jobs toolbar's Link Orphan Jobs repairs them in bulk. If the visit was never meant to fulfil an agreement, Mark this visit as a one-off is on that same card.

5. 5

   Create

   Click Create Job. The visit appears on Schedule and in Jobs.

A Visit That Belongs to No Contract

Open the job. On the No service contract linked card, Mark this visit as a one-off is for work that fulfils no agreement — a courtesy call, a subcontracted batch, or a sale at a site that never had a contract. Pick a Reason and Billing (No charge or Per visit), then Mark as One-Off.

The visit leaves the Link Orphan Jobs count. The card says this does not change any invoice. The control is there only when that work type allows one-off visits (SettingsWork Types, Allow One-Off Jobs). A cancelled visit cannot be marked, and a visit already linked to a contract is refused until the link is removed.

Delete Several Visits at Once

Office and super-admin, on Schedule in the Jobs calendar — not the Saved Routes or Crew lanes.

1. 1

   Select Jobs

   Click Select Jobs in the toolbar (light teal when idle). The bar reads Click cards to select · Shift-click for a range · Select All above each day's cards. Click cards on any days; Select All / Clear Day sits above that day's first card; shift-click two cards on the same day to take the range. Done leaves select mode.

2. 2

   Delete

   With a selection, click Delete. The dialog title is Delete N selected jobs? Copy underneath: Only visits nobody has started can be deleted. Invoiced, in-progress and completed visits stay — cancel those instead. This cannot be undone. It first checks (Checking which jobs can be deleted…), then lists N will be deleted and, if any, N will be left alone grouped by reason.

3. 3

   Confirm

   Click Delete N jobs. Nothing is written until that red button. Afterward the title is Jobs deleted.

Eligible visits are Scheduled or Scheduled - Delayed with no invoice, no photos or videos, no chemical log, and no inventory already deducted. Left-alone reasons, as labelled:

A job on an invoice is never deleted. Contract invoices (monthly / term) are not tied to visits, so removing a visit does not change what the customer is billed. Auto-created visits are not recreated. At most 500 jobs per delete. If none of the selection can go, the red button stays disabled and the list reads None of the selected jobs can be deleted.

The same bar's Reschedule, drag onto a day, or click an empty day still moves the selection the way grouped drag does.

Verify it worked

Open Schedule on that date. The job is Scheduled at the site you picked, with the contract linked if the work type requires one. After Select Jobs → Delete, those cards are gone and are not recreated.