Create a recurring service plan

Create the plan

1. Open Recurring service → New recurring service.
2. Choose the customer and enter the service and customer-facing notes.
3. Select the frequency, first visit, local start time, visit length, and arrival window.
4. Choose how far ahead Fieldiz should create visits.
5. Assign the preferred team members and save.

Generate and review visits

Fieldiz creates appointments only within the configured lead window. Review generated visits in Schedule, confirm assignments, and adjust a single visit when the customer needs an exception. The recurring plan remains the source for later visits.

Pause without losing history

Pause a plan when service is temporarily stopped and resume it when work continues. End the plan only when the agreement is finished. Existing jobs, appointments, documents, and activity remain visible.