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Recurring schedules
Web and mobile2 min readUpdated
A series books one-time, weekly, biweekly or monthly work — by date or by rule, like the second Tuesday — and keeps itself scheduled about twelve weeks ahead until you pause or end it.
Regular work is where a cleaning company makes its money, and where a spreadsheet stops coping first.
The patterns
A series can be one-time, weekly, every two weeks, or monthly. Monthly comes in two flavours, and the difference matters:
- By date — the 15th, every month.
- By rule — "the second Tuesday", which stays the second Tuesday whatever the calendar does that month.
A series keeps itself scheduled about twelve weeks ahead. You do not generate visits; they are simply there.
Booking one
The booking form draws the week as a free/busy calendar and suggests slots. Pick the crew and you see their calendars; pick nobody and you see the whole company's. Click an open slot and that becomes the visit's date and time. See Crews and availability.
The availability grid is drawn in the location's time zone, not the device's — so a dispatcher on the road in another state sees the same calendar the company keeps.
Running a series
A series has a page of its own with the upcoming visits and three things you can do to it:
- Pause it — the customer is away for a month.
- Resume it.
- End it.
Editing the rule — a different day, a different frequency — replaces only the future visits nobody has touched. A visit somebody has already moved, reassigned or confirmed keeps what was done to it. That is the difference between an edit and a reset.
Reassigning one visit touches only that visit. Changing the crew on the series flows to every future one.
Raising the price from a date
Every cleaning company puts its prices up, and until now that meant editing each schedule by hand on the morning it took effect.
Set the new price and the date it starts instead. Visits from that date carry the new amount; everything before it keeps the old one. Three, five and ten per cent are one tap away — but what is stored is the resulting amount, never the percentage, so there is no compounding surprise later.
The customer can be emailed the change in advance: the current price, the new price and the date it starts. Change your mind before the date arrives and cancelling puts every repriced visit back the way it was.
On the phone
Series can be booked, paused, resumed, ended and edited from the phone, with the same slot suggestions and the same availability grid.