JobsiteOn

Set Up Recurring Schedules

Create recurring events with daily, weekly, or monthly frequency and manage individual or series-wide changes.

Liam Chen
Written by Liam ChenUpdated 3 days ago9 min readIntermediate

What this guide covers

This guide explains how to set up recurring scheduled events in JobsiteOn. Recurring events let you automate repeated work like weekly maintenance visits, monthly inspections, or daily check-ins. You will learn how to create a recurring event, choose the right frequency, decide between editing a single occurrence or the entire series, and stop a recurrence when the work is complete.

Before you begin

  • You need an active JobsiteOn account with access to the Schedule module.
  • Navigate to /schedule from the main sidebar.
  • Understand how to create a standard event. If you have not done this yet, review the Create a New Scheduled Event guide first.
  • Decide on the recurrence pattern before starting. Know the frequency, start date, and whether there is an end date.

Understanding recurring events

A recurring event is a single event definition that generates multiple occurrences on your calendar. Instead of creating the same appointment week after week, you define the pattern once and JobsiteOn places it on the calendar automatically.

When to use recurring events

Recurring events are ideal for:

  • Weekly maintenance contracts -- A customer expects service every Tuesday morning.
  • Monthly inspections -- A property requires a safety check on the first of each month.
  • Daily stand-ups or check-ins -- An internal meeting that happens every workday.
  • Bi-weekly follow-ups -- A repeat visit every two weeks.

How recurrences appear on the calendar

Each occurrence shows as an individual event card on the calendar with a recurring indicator. The indicator (typically a small repeat icon) tells you this event is part of a series rather than a one-time appointment.

Step 1: Create the initial event

Start by creating an event as you normally would:

  1. Click New Event in the schedule header or click a time slot on the calendar.
  2. Fill in the event title, type, description, contact, and property.
  3. Set the start date, end date, start time, and end time for the first occurrence.
  4. Assign a team member if desired.

Do not save yet. Before saving, you will configure the recurrence pattern.

Step 2: Enable recurrence

On the event creation form, locate the recurrence settings. This is typically a toggle or section labeled Repeat or Recurrence.

  1. Enable the recurrence toggle.
  2. The recurrence options expand to show frequency and end-date settings.

Step 3: Choose the frequency

Select how often the event should repeat. The available frequency options are:

Daily

The event repeats every day at the same time. You can also set it to repeat every N days (for example, every 2 days or every 3 days).

Use daily frequency for:

  • Daily routes or check-ins.
  • Short-term projects requiring daily site visits.

Weekly

The event repeats on the same day of the week. You can select which days of the week it should occur on (for example, every Monday, Wednesday, and Friday).

Use weekly frequency for:

  • Regular service contracts on set days.
  • Team meetings that happen on a specific weekday.

Monthly

The event repeats once a month. You can set it to occur on a specific date (for example, the 15th of each month) or on a relative day (for example, the second Tuesday of each month).

Use monthly frequency for:

  • Monthly inspections.
  • Billing-cycle-aligned service visits.
  • Quarterly reviews when set to every 3 months.

Tip: Choose the simplest frequency that fits your needs. A weekly recurrence on Tuesdays is easier to manage than a custom pattern, and your team will find it more predictable.

Step 4: Set the recurrence end condition

Every recurring event needs a stopping point. You have three options:

Never (no end date)

The event repeats indefinitely until you manually stop it. Use this for ongoing contracts with no defined end date. You can always stop the recurrence later.

After a number of occurrences

Specify the total number of times the event should occur. For example, "repeat 12 times" creates 12 occurrences and then stops. Use this when the work has a known count, like a 12-session training program.

On a specific end date

Set a calendar date after which the event stops recurring. The last occurrence falls on or before this date. Use this when a contract or project has a defined end date.

Note: Regardless of the end condition you choose, you can always edit or stop the recurrence later. The end condition is a planning tool, not a permanent lock.

Step 5: Save the recurring event

Click Save to create the recurring event. After saving:

  • The first occurrence appears on the calendar at the date and time you set.
  • Future occurrences are generated based on the frequency and end condition.
  • Each occurrence shows the recurring indicator on its event card.
  • The calendar redirects to /schedule focused on the first occurrence's start date.

Step 6: View all occurrences

To see upcoming instances of a recurring event:

  1. Click any occurrence on the calendar to open the event detail sidebar.
  2. The sidebar indicates this event is part of a recurring series.
  3. You can see the recurrence pattern (for example, "Every Tuesday" or "Monthly on the 15th").

In month view, recurring events populate across the visible dates. In week view, you see the current week's occurrences. Navigate forward to see future instances.

Step 7: Edit a single occurrence

Sometimes you need to change one instance without affecting the rest of the series. For example, moving next Tuesday's visit to Wednesday because of a holiday.

  1. Click the specific occurrence on the calendar.
  2. Click Edit Event to open the edit form.
  3. When prompted, choose This event only (or similar phrasing).
  4. Make your changes -- adjust the date, time, assignee, or other details.
  5. Save the changes.

The edited occurrence becomes an exception to the series. All other occurrences remain unchanged.

What you can change on a single occurrence

  • Date and time.
  • Assigned team member.
  • Description or notes.
  • Event type.
  • Location.

Step 8: Edit all occurrences in the series

When you need to change the entire recurring pattern -- for example, moving all future visits from Tuesday to Thursday -- edit the series as a whole.

  1. Click any occurrence on the calendar.
  2. Click Edit Event to open the edit form.
  3. When prompted, choose All events in this series (or similar phrasing).
  4. Make your changes to the recurrence pattern, time, assignment, or other fields.
  5. Save the changes.

All future occurrences update to reflect the new settings. Past occurrences that have already been completed remain unchanged.

Tip: Be careful when editing all occurrences. If team members have already been notified about upcoming events, they will receive updated notifications reflecting the changes.

Step 9: Stop a recurrence

When the recurring work is no longer needed, you can stop the series from generating new occurrences.

Stop from a specific date forward

  1. Click any future occurrence on the calendar.
  2. Open the edit form.
  3. Choose to edit This and following events.
  4. Delete or cancel the event.
  5. All occurrences from that date onward are removed. Earlier occurrences remain.

Delete the entire series

  1. Click any occurrence.
  2. Open the edit form.
  3. Choose to edit All events in this series.
  4. Delete the series.
  5. All future occurrences are removed.

Note: Completed past occurrences are not deleted when you stop a recurrence. They remain in your schedule history for record-keeping.

Best practices for recurring schedules

Start simple

Begin with a basic weekly or monthly pattern. You can always adjust the frequency later if the customer's needs change.

Review recurring events monthly

Set a reminder to review your active recurring events. Cancel series for customers you no longer serve and adjust times for seasonal changes.

Communicate changes to your team

When you edit a recurring series, assigned team members receive updated notifications. Make changes during business hours when your team can see the updates promptly.

Use descriptions for recurring context

Add standing notes in the description field, such as "gate code: 4512" or "park in rear lot." These notes carry forward to every occurrence so your team always has the context they need.

Troubleshooting

I created a recurring event but only see one occurrence

Navigate forward on the calendar. Future occurrences appear on their scheduled dates. In day view, you see only today's instance. Switch to week or month view to confirm the series is generating.

I edited one occurrence but all of them changed

You may have selected "All events in this series" instead of "This event only" when prompted. Unfortunately, this cannot be undone. Re-edit the series and then individually adjust any occurrences that need to differ.

The recurrence stopped earlier than expected

Check the end condition. If you set "After N occurrences," the series stops once that count is reached. If you set an end date, the series stops on or before that date. Edit the series to extend the end condition.

A team member is assigned to a recurring event but they left the company

The occurrences remain on the calendar. Open any future occurrence and reassign it to a different team member. Consider editing all future occurrences to reassign the series in bulk.

FAQ

Can I have different team members on different occurrences?

Yes. Edit individual occurrences to assign different team members. The series keeps its default assignee, but exceptions override it for specific dates.

Do recurring events count toward the dispatch board?

Yes. Each occurrence that falls on the dispatch board's selected date appears in the appropriate team member's column or in the unassigned panel.

Can I set a recurring event to skip certain dates?

There is no built-in skip feature. Instead, edit the specific occurrence you want to skip and delete or cancel just that one instance.

Can customers see recurring events?

Customers see scheduled events that are linked to their records. Whether they see the recurring indicator depends on your workspace's customer communication settings.

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