Before you start
- The customer exists in Zentive.
Pick the right tool
Use a Service Agreement when the customer pays a recurring price (per visit, per month, or a contract split into payments) and you want invoices generated on a schedule. Use a Recurring series when you only need repeat visits on the calendar and will invoice each job on its own. Schedule → New work asks which one you want; the job wizard also offers Set up a Service Agreement when you switch to Recurring series.
Option A · Service Agreement (recommended for paid recurring service)
- 1
Schedule → New work → Recurring service
Opens Create Service Agreement. Choose Commercial or Residential, a preset (Recurring maintenance plan, Seasonal contract, Membership, Project, Custom), then what the price represents.
- 2
Services and visit frequency
Add each service line with its own visit frequency. Turn on Auto-schedule after signing so visits are created the moment the customer signs.
- 3
Billing frequency
Independent from visit frequency. Weekly visits can be invoiced monthly, for example.
- 4
Send for signature
Save Draft, then send. Visits appear in Jobs, Calendar, and My Work once the agreement is active. The full walkthrough is in the service agreements article.
Option B · Recurring series in the job wizard
- 1
Schedule → New work → One-off job, then Recurring series
In section 3, Schedule, click Recurring series. The green box offers Set up a Service Agreement if you change your mind; your draft is saved first.
- 2
First visit starts / Each visit finishes
Date and time of the first visit and the finish time used for every visit.
- 3
Repeats
Weekly, Bi-weekly, or Monthly. Series ends: After a number of visits (enter the count) or On a date. The Visit preview lists the first few dates so you can catch a wrong weekday before saving.
- 4
Crew, services, billing
The same crew, services, and comms settings apply to every visit. Each visit is its own job with its own invoice.
- 5
Schedule job
Creates the whole series. The Jobs list and Calendar show each visit; the job page shows the series it belongs to.
Changing a series later
- 1
One visit
Reschedule or cancel a single visit from its job page or by dragging on the Calendar; it becomes an exception and the rest of the series is untouched. A crew can also skip a visit from the route with a reason.
- 2
The whole series
Open any visit and use the series options to change future visits (time, crew, cadence) or end the series after a date. Past visits keep their history.
- 3
Weather days
Use the Calendar's weather reschedule to shift every job on a rained-out day at once.
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