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How Recurring Series Changes Work

When a customer is on a recurring schedule, every change you make falls into one of two buckets: changes to one visit and changes to the whole series. Pulse keeps these strictly separate. This article explains which actions affect what, so a one-time favor for a customer never accidentally rewrites their whole schedule — and a schedule change never quietly leaves old visits behind.

The short version:

ActionWhereWhat it touches
Reschedule JobJob Detail drawer → ActionsOne visit only
Skip JobJob Detail drawer → ActionsOne visit only
Cancel JobJob Detail drawer → ActionsOne visit only
Cancel All FutureJob card quick actionsThis visit and every later pending visit
RescheduleProperty & Service ManagerAll future pending visits recalculated
Change FrequencyProperty & Service ManagerAll future pending visits recalculated

If I move one visit, what happens to the rest of the series?​

Nothing. Rescheduling a single visit never changes the rest of the series.

When you open a job and use Reschedule Job (choosing Customer Request or Company Decision), Pulse marks the original visit as moved or bumped and creates a fresh visit on the new date. Every other visit in the series stays exactly where it was.

The new visit is also tagged Out of Rotation behind the scenes. That tag protects it: if someone later recalculates the whole series, the moved visit is kept rather than deleted, and it appears in a review step so you can decide what to do with it.

So if a customer on a biweekly Wednesday schedule asks for one Monday visit, moving that single visit does not shift the series to Mondays. Future visits continue on Wednesdays. If the customer wants Mondays from now on, that is a series change — use Reschedule in the Property & Service Manager instead (see below).

note

The Master Schedule deliberately hides one-off moves. A moved visit is kept out of the rotation view so the underlying recurring day stays readable. That means the Master Schedule can show a different day than the one visit you just moved — the Timeline and Calendar show the real dates. See Master Schedule vs. the Actual Schedule.

If I skip or cancel one visit, does the series continue?​

Yes. Skip and Cancel only touch the one visit you opened.

  • Skip Job marks that single visit as skipped. The drawer says it plainly: "This will skip this single job occurrence. The recurring schedule will continue as normal." The next scheduled date is not changed. A skip fee can be charged and is added to the customer's next invoice.
  • Cancel Job asks what type of cancellation it is. Customer Request behaves like a skip — the series continues. Company Decision permanently cancels that one visit and cannot be undone. Either way, future visits are untouched.

To end the service entirely, use Cancel All Future from the job card's quick actions menu. It opens the Cancel Service drawer, asks who initiated it and for a reason, and then permanently deletes this visit and every later pending visit on that service. The warning in the drawer is accurate: this cannot be undone.

For full details on fees and notifications, see Skip, Cancel, and Lock Out Jobs.

What happens to future visits when I change frequency (weekly to biweekly)?​

All future pending visits are deleted and rebuilt on the new rhythm, starting from the date you pick. You do not skip alternating visits by hand — Pulse recalculates the calendar for you.

Here is what Modify Schedule in the Property & Service Manager does when you pick a new frequency, step by step:

  1. You pick the new frequency.
  2. You pick the date, time, and team or teams for the first visit at the new frequency. Every future visit is calculated forward from that anchor date. A Schedule Impact box shows how many pending future jobs will be removed and when the new jobs start.
  3. You click Confirm. Pulse deletes the future pending visits, creates new ones about a year ahead, and shows "Schedule and frequency updated."

What is protected during the rebuild:

  • Completed visits are never touched. Past visits and anything already closed, cancelled, skipped, or locked out stay in history exactly as they were.
  • Past dates are never touched. Only visits on or after your chosen start date are recalculated.
  • Out of Rotation visits are kept. One-time extras and previously moved visits are not deleted automatically. If any exist, a Jobs to Review step appears after the change so you can check the ones to delete or click Leave As Is.
  • Visits with clock-ins, time requests or invoices are kept. A pending visit that a technician clocked into, that has a timesheet request, or that is on an invoice is not deleted. It stays on its date beside the rebuilt schedule, so check that date and remove whichever visit you do not need.
  • Billing history is preserved. The change writes a new entry in the service's rate history, so the old frequency's pricing record stays intact.
  • Price stays the same. Allowed hours and base fee carry over unless you change them on the same screen.

To shift the day without changing frequency, open Modify Schedule, keep the current frequency and pick the new date. Use it when a customer wants to shift their day going forward (for example, all future visits on Tuesdays instead of Fridays).

For a walkthrough of the drawer itself, see Property & Service Manager.

Why is a pending visit still there after I rescheduled?​

A pending visit that a technician clocked into, that has a timesheet request, or that is on an invoice is kept when you use Modify Schedule, and the success message says how many were kept. Attachments, inspections and customer responses on the pending visits that are deleted are removed with them. MaidCentral V2 refuses the whole reschedule when a pending visit has any of these records. (Pulse reference D-32)

Why did a deleted visit come back?​

Pulse does not automatically regenerate visits. There is no overnight process that recreates customer visits, so a visit you delete stays deleted.

When a visit seems to "come back," it is almost always a new visit created by a schedule action, not the old one restored:

  • Someone ran Reschedule, Change Frequency, or Modify Schedule on the service after the deletion. Those actions rebuild all future pending visits from the chosen start date — including a fresh visit on or near the date you had cleared.
  • The service has more than one active recurring plan for the property, and the visit belongs to the other one.

If a visit keeps reappearing, check the service in the Property & Service Manager and look at its next scheduled dates. If the recurring plan still calls for a visit on that date, any rebuild will create one there again. The lasting fix is to change the series (frequency or start date), not to delete individual visits — or, if the customer is done, use Cancel All Future.

note

Skipping is usually better than deleting. Skip Job records why the visit did not happen, keeps the history, and leaves the rest of the series alone.

Do series changes affect invoices or technician pay?​

No — recalculation only ever touches future visits that have not been worked or billed.

  • A series rebuild only deletes pending visits. A visit that has been completed, invoiced, or has technician time recorded on it is never deleted by a frequency change or reschedule, even while it is still pending.
  • A visit that has been invoiced cannot be deleted individually either — Pulse blocks it and asks you to void the invoice first.
  • A visit with technician clock records cannot be deleted, and completed visits cannot be edited or moved.
  • The Jobs to Review cleanup step follows the same rules: it never offers to delete a visit that has an invoice or recorded time.

In short: history and money are safe. Series changes rewrite the future, not the past.

Which should I use — the job drawer or the Property & Service Manager?​

Ask one question: is this about one visit, or about the schedule going forward?

The customer says...Use
"Can you come Friday instead this week?"Reschedule Job on that visit
"We're traveling — skip this one"Skip Job on that visit
"Cancel next week's clean"Cancel Job on that visit
"Switch us to every other week"Change Frequency in the Property & Service Manager
"Move us to Tuesdays from now on"Reschedule in the Property & Service Manager
"We're done — cancel our service"Cancel All Future on their next visit