Create and Manage Services
Set up recurring scheduled services, generate future visits, and manage service status from the Services workspace.
Set up recurring scheduled services, generate future visits, and manage service status from the Services workspace.
Services let you define recurring maintenance work for a property and contact. JobsiteOn stores the service terms, generates a rolling set of future service visits, and links each generated visit to the operational job and schedule event used by your team.
Use Services for planned maintenance such as quarterly inspections, monthly cleaning, recurring safety checks, and other repeat service commitments.
The KPI cards show total services, active services, paused services, and recurring value.
If the service is active, JobsiteOn begins maintaining the rolling future-visit schedule for that service.
Services support weekly, biweekly, monthly, quarterly, and annual schedules.
Use weekdays for weekly-style schedules. For monthly-style schedules, choose either a day of the month or an nth weekday pattern.
Examples:
Open a service detail page to see scheduled service visits. Each visit shows the occurrence date, status, linked service job, linked schedule event, and linked invoice when one exists.
Generated visit statuses include:
| Status | Meaning |
|---|---|
| Scheduled | The visit is planned and still active |
| Skipped | The visit was intentionally skipped |
| Completed | The work was completed |
| Withdrawn | The future visit was removed by a series-level change |
Use Reschedule on a scheduled visit to move one occurrence to a different date and time while keeping the rest of the service unchanged. Use Skip when one planned visit should not happen. Skipping a visit cancels the linked scheduled service job and event when they are still pending or scheduled.
Changes affect future planning. Existing job, schedule, and completed-visit history remains available for review.
Use lifecycle controls from the service detail page:
| Action | What happens |
|---|---|
| Pause | Future scheduled visits are withdrawn while the service is paused |
| Resume | The service becomes active again and future visits are generated from the recurrence |
| Cancel | Future scheduled visits are withdrawn and the service stops generating work |
| Renew | A finite service is cloned into a new active term with the same service settings |
Paused and cancelled changes do not delete historical jobs or completed visits.
The service stores visit value, invoice policy, and renewal reminder-day settings so your team can plan billing and renewals consistently. When a generated visit is linked to a completed job, JobsiteOn marks the visit completed and prepares a draft invoice for review.
Invoice policies work this way:
Draft invoices stay in draft status until your team reviews and sends them. Renewal reminders appear for owner and admin users before finite services end, based on the reminder-day settings saved on the service.
Confirm that the property is selected, the title is filled in, and the start date/time and recurrence fields are valid.
Open the service, select Edit, and choose the correct property. If the customer contact on the property is wrong, update the property/contact relationship first.
For a series-level stop, pause or cancel the service. For one specific visit, use Skip on the generated visit row.
Check the recurrence start date, end rule, and status. Draft, paused, completed, and cancelled services do not generate new active visits.
Open the finite service and select Renew. JobsiteOn creates a new active service using the same property, contact, recurrence, billing policy, and service settings, starting after the prior term.
Did this answer your question?