Scheduling · Updated
Agreements describe repeat visits and help generate upcoming work consistently.
How to use it
Open Service agreements, choose the customer, services, recurrence and terms. Review the generated schedule and send the agreement for approval when required. Pause, change or end future recurrence through the agreement controls; review already-created jobs separately.
Example
Create monthly property visits or weekly lawn care without rebuilding every appointment from scratch.
Need a hand?
If something does not match your screen, check your workspace role and plan, then include the page or app version when opening a support ticket. Never include a password, API key or payment-card details.