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Set up a custom recurring schedule

Pulse has built-in frequencies for every week, every two weeks, every three weeks and every four weeks. For anything else, such as every 6 weeks, every 8 weeks or the same date each month, use Other Recurring and build the pattern yourself.

Before you start​

  • Other Recurring must be offered for the service's scope. If it isn't in the Frequency list, that scope doesn't allow it.
  • The Custom Recurrence Pattern needs the Recurring Events feature. If you choose Other Recurring and see no pattern options, ask an Administrator or Group Administrator in your office to check.
  • Every Four Weeks is not monthly. It repeats every 28 days on the same weekday, so customers get 13 visits a year and the date drifts earlier. For the same date each month, use Other Recurring. See Master Schedule.

How to set it up​

  1. Open the customer, then open the service in the Property & Service Manager. From a job, use Modify Recurring Schedule.
  2. Choose Change Frequency.
  3. In Frequency, choose Other Recurring.
  4. Under Custom Recurrence Pattern, fill in the pattern (see the table below).
  5. Pick the date, time and team for the first visit, then click Confirm.

Pulse deletes the service's future pending visits and rebuilds them from your start date using the new pattern. Visits already completed are not changed, and pending visits with clock-ins, timesheet requests or invoices are kept (see How Recurring Series Changes Work).

Pattern examples​

I want...RepeatIntervalOther choices
Every 6 weeksWeekly6Pick the weekday under On these days
Every 8 weeksWeekly8Pick the weekday under On these days
The 15th of every monthMonthly1On a specific day, then 15
The 2nd Tuesday of every monthMonthly1On a specific weekday, then 2nd and Tuesday
The last Friday of every monthMonthly1On a specific weekday, then Last and Friday
Every 3 monthsMonthly3Pick the day or weekday

Use Ends to stop the pattern: Never, On date, or After a number of occurrences. Use Exception Dates to skip specific dates, such as a holiday.

Twice a week, or two frequencies at one home​

Use one service set for each schedule. A home can have more than one service set, and each has its own frequency, day and team.

  • Twice a week: create two service sets that are both Every Week, one for each day. For example, Monday and Thursday.
  • Different frequencies (a rotation): create one service set for each. For example, a weekly main-level clean and a monthly basement clean.

To add the second service set:

  1. Open the customer, then open the Property & Service Manager.
  2. Select the property.
  3. Click Add Service and set up the scope, frequency, price and first visit.

See Add a Service for the full steps.

Check your result​

  • The pattern shows the next few dates (up to five). Compare them with what the customer expects before you confirm.
  • Open the customer's Service Locations or Jobs tab to see the new visits.
note

Other Recurring services do not appear on the Master Schedule. The Master Schedule shows every week, every two weeks and every four weeks services. Find every 6 or 8 week visits on Office > Schedule in the Timeline view.

Troubleshooting​

What you seeWhat to do
Other Recurring is not in the Frequency listThat scope doesn't offer it. Choose a different scope, or ask an Administrator or Group Administrator in your office.
No pattern options after choosing Other RecurringThe Recurring Events feature is off. Ask an Administrator or Group Administrator in your office.
Dates don't match what the customer wantedCheck Interval and the weekday, or use On a specific day for a fixed date. Change Frequency again to rebuild.
The service is missing from the Master ScheduleExpected for Other Recurring. Use the Timeline view.