Recurring Jobs

Recurring Jobs let you automate repeat work. Create a schedule template once — DispatchCore automatically generates jobs on the dispatch board at the right frequency, assigned to the right technicians, at the right time.

This is how contractors build predictable revenue from maintenance agreements:

• HVAC — Spring AC tune-ups + fall furnace checks
• Plumbing — Annual backflow testing, quarterly inspections
• Electrical — Annual panel inspections, generator maintenance
• General — Weekly janitorial, bi-weekly pool maintenance, monthly fire extinguisher checks

Navigate to Recurring Jobs from the sidebar and click "New Schedule." Fill in the schedule template:

• Customer — Select the customer this recurring service is for
• Title — Name of the recurring job (e.g., "Monthly HVAC Filter Check")
• Description — Details and instructions that carry over to each job
• Priority — Normal, High, or Emergency
• Technician(s) — Assign one or more technicians. The same tech(s) are assigned to every generated job.
• Frequency — Daily, Weekly, Biweekly, or Monthly
• Preferred Day — For weekly and biweekly schedules, choose which day of the week (Monday through Sunday)
• Preferred Time — The start time for each job, in your local timezone
• Estimated Duration — How long each job takes (determines the block size on the dispatch board)

When you save the schedule, the next 4 job occurrences are immediately created on the dispatch board. Technicians will see them on their mobile app right away.

DispatchCore maintains a 4-job lookahead window for every active recurring schedule. Here's how it works:

1. When you create a schedule, the next 4 occurrences are created immediately
2. A background process runs every 30 minutes to check all active schedules
3. As past jobs are completed (or dates pass), new future jobs are created to keep 4 upcoming jobs on the calendar
4. Each created job is linked back to its schedule — you can see all generated jobs from the schedule detail view

Jobs created from recurring schedules are normal jobs in every way. Technicians work them the same way as any other job — status updates, photos, notes, signatures, and line items all work exactly the same.

The only visual difference is a small recurring badge (circular arrows icon) on the job card, so dispatchers and techs know it's part of a series.

Recurring schedules respect your timezone. When you set a preferred time of "9:00 AM," the job will be scheduled for 9:00 AM in your local timezone — regardless of daylight saving time changes.

DispatchCore automatically handles DST transitions. A weekly Monday 9:00 AM job will always be at 9:00 AM local time, whether that's CST (UTC-6) in winter or CDT (UTC-5) in summer.

You can pause a recurring schedule without deleting it. This is useful for seasonal services or temporary holds.

• Pause — Toggle the schedule to inactive. No new jobs will be created, but existing jobs already on the board remain and can be completed normally.
• Resume — Toggle back to active. The next time the background process runs (within 30 minutes), it will create jobs to fill the lookahead window.

Pausing is non-destructive — your schedule template, customer assignment, and technician assignments are all preserved.

Open a schedule and click Edit to modify any field — title, description, customer, frequency, preferred day/time, technician assignment, or duration.

Changes apply to future jobs only. Jobs already created on the board are not affected. If you need to update an existing job, edit it directly from the dispatch board or jobs list.

Deleting a recurring schedule permanently removes the template. When you delete a schedule:

• All future jobs (pending, assigned, or scheduled) linked to the schedule are automatically cancelled and removed from the dispatch board
• Jobs that are already in progress or completed are not affected — their history is preserved
• The schedule template is permanently removed

This ensures a clean removal — deleting a schedule won't leave orphaned jobs cluttering the board.

From any recurring schedule, click "View Jobs" to see all jobs that have been created from that schedule. The list shows each job's status, scheduled date, and customer — making it easy to track the history of a recurring service.

You can also identify recurring jobs on the dispatch board by their recurring badge icon.

• Use descriptive titles — "Monthly HVAC Filter Check - Johnson Residence" is better than "Monthly Service." Techs see this title every time.
• Include detailed descriptions — Write instructions once in the schedule template and they carry over to every job. Include what to check, what tools to bring, and any site-specific notes.
• Assign consistent technicians — Customers appreciate seeing the same tech each visit. The schedule template lets you lock in the assignment.
• Use the pause feature for seasonal work — Instead of deleting and recreating, pause HVAC cooling schedules in winter and resume them in spring.
• Check the recurring jobs list weekly — Verify schedules are active and jobs are being created as expected.