Set Up Recurring Schedules
Create recurring events with daily, weekly, or monthly frequency and manage individual or series-wide changes.
Create recurring events with daily, weekly, or monthly frequency and manage individual or series-wide changes.
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.
/schedule from the main sidebar.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.
Recurring events are ideal for:
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.
Start by creating an event as you normally would:
Do not save yet. Before saving, you will configure the recurrence pattern.
On the event creation form, locate the recurrence settings. This is typically a toggle or section labeled Repeat or Recurrence.
Select how often the event should repeat. The available frequency options are:
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:
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:
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:
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.
Every recurring event needs a stopping point. You have three options:
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.
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.
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.
Click Save to create the recurring event. After saving:
/schedule focused on the first occurrence's start date.To see upcoming instances of a recurring event:
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.
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.
The edited occurrence becomes an exception to the series. All other occurrences remain unchanged.
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.
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.
When the recurring work is no longer needed, you can stop the series from generating new occurrences.
Note: Completed past occurrences are not deleted when you stop a recurrence. They remain in your schedule history for record-keeping.
Begin with a basic weekly or monthly pattern. You can always adjust the frequency later if the customer's needs change.
Set a reminder to review your active recurring events. Cancel series for customers you no longer serve and adjust times for seasonal changes.
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.
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.
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.
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.
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.
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.
Yes. Edit individual occurrences to assign different team members. The series keeps its default assignee, but exceptions override it for specific dates.
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.
There is no built-in skip feature. Instead, edit the specific occurrence you want to skip and delete or cancel just that one instance.
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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