Schedule Visits on Set Weekdays

Some customers need service on fixed days of the week — a commercial account cleaned twice a week on Monday and Thursday, for example. The Set weekdays scheduling mode pins a work type's visits to the days you choose, where Fixed interval would drift across weekdays (every 3 days is 2⅓ visits a week, on different days every week).

1. 1

   Set the work type's schedule

   Open SettingsWork Types and expand the work type. Under Scheduling, set Mode to Set weekdays. Pick the Service days (Sun–Sat), and set Repeats to Every week or a longer cycle like Every 2 weeks. The Scheduling section's summary line confirms the mode — for example Set weekdays · Auto-create jobs.

2. 2

   Choose the automation

   Set Automation to Auto-create jobs to have visits created on the chosen days automatically, or Recommend only to keep creation manual. Save.

3. 3

   Quote it (optional)

   New quotes for this work type inherit the schedule — the quote builder's Contract Setup shows the default, and a per-visit rate line multiplies by the true visit count for the term. To override one deal, use Switch to set weekdays next to Visit interval (days) in Contract Setup, or type an interval to use days instead. Quote and contract templates offer the same switch.

4. 4

   Or create the contract directly

   On a new contract under Sales and BillingContracts, the Service days chips appear in place of Visit interval (days) when the work type uses Set weekdays. Adjust the days or the repeat cycle for this contract if needed.

5. 5

   Or switch a contract that already exists

   Open the contract under Sales and BillingContracts and press the pencil beside Visit Interval. Choose Set weekdays from the schedule menu, which also offers Fixed interval and Set frequency. Pick the Service days, set Repeats, and press Save. Use this for the customer who is the exception, such as an imported contract or one approved on a day interval. Next Job moves forward to the next chosen day.

Recommend Only and Needs Job

With Recommend only, nothing is created for you, so Jobs → Needs Job is where the office sees what to book. A site on set weekdays is judged per service day: it stays listed while any service day from its last visit through the next few days has no visit of that work type booked on that day. A booked Monday no longer hides Thursday.

• The row shows the day to book — Due Thu, Oct 8, Due today, or Missed Mon, Oct 5 for a service day that passed with nothing booked — and the days already Booked. Create Job opens New Job on that day.
• "The next few days" is the look-ahead under SettingsAutomationsJobs → Recurring Schedule Creates Visits (Create Jobs up to 3 calendar days by default). It never reaches past one week of the schedule, so each service day is asked about once. Raise it to 7 to book a whole week at a time.
• Seasons and company holidays count: a winter Monday-only schedule never asks for Thursday, and a Monday holiday is due on Tuesday.
• A visit moved to another day still counts for the service day it was booked for.
• On the site page, Create Job is refused only when every service day in the next full week of the schedule (counted from the day after the last visit, or today) is already booked. A Monday-only site whose Monday is booked or done opens New Job on next Monday. On New Job, picking a day that already has a visit of that work type shows a warning; it does not stop you.

Create a Week of Visits With the Job Creator

With Recommend only, the Job Creator books many service days at once. It only recommends until you confirm, and it works for any work type your account has turned on, such as Routine Service.

1. 1

   Open the Job Creator

   On Jobs, click the Soliven button in the corner and choose Create Jobs. From the Needs Job tab, the run is limited to the sites on that list.

2. 2

   Pick the work type and the dates

   Choose the work type and a Time Window, for example Monday to Sunday of next week. You can also assign a crew to every job in the run.

3. 3

   Review the service days

   A site on set weekdays gets one row for each service day in the window that has nothing of that work type booked. A Tuesday-and-Friday pool shows a Tuesday row and a Friday row, and never a Monday. A Monday-and-Thursday pool whose Monday is booked shows Thursday. Days before today, days outside the contract's start and end dates, and weekdays the current season does not use (a winter Monday-only schedule has no Thursday) are never offered; a missed service day is booked from Needs Job. Two contracts at one site never offer the same day twice, and a contract for another work type at the same site (a green-pool treatment, say) or an older interval contract never replaces the service days with a single guessed date.

4. 4

   Select and confirm

   Untick any rows you do not want. A service-day row's date is fixed and shows the weekday. It is created on that day, and a group date leaves it alone. Rows for other schedules keep an editable date. Press Next, check the summary, and press Create (the button counts the jobs).

If a day was booked after the list was built, that row is skipped — already booked and the rest of the batch carries on. The summary lists each skipped site and day, and the counter reads, for example, 3 created · 1 skipped of 4. Nothing is booked on a day that already has a visit of that work type. If a row fails for any other reason the run stops there; the jobs already created are saved, and Retry from site picks up at that row.

Verify it worked

Open the contract: Visit Interval reads as the weekday schedule, for example Twice weekly (Mon & Thu), and Next Job falls on one of the chosen days. Once the scheduler runs, Schedule shows the visits landing only on those days, and a per-visit plan lists Visit 1 of N slots dated on them.

After a Job Creator run, open the Job Creator again for the same dates: the days you created are gone from the list, and Schedule shows one visit per service day.