Set Up Recurring Jobs and Service Contracts
Recurring jobs let you schedule regular visits for service contracts, boiler services, periodic inspections, or any other repeating work — without creating each job manually. Set the frequency once and Trade2Base handles the scheduling automatically.
Creating a recurring job
Go to Jobs in the sidebar and click New job, or click a time slot on the Schedule. Fill in the customer, job title, address, and any notes as you normally would.
In the job form, toggle on the Recurring job switch. A new section expands below with the recurrence settings.
Select how often the job repeats: Daily, Weekly, Monthly, or Annual. For weekly jobs you can also choose which day of the week the job falls on.
Choose the date of the first occurrence. Subsequent jobs are scheduled automatically from this date at the chosen interval.
Choose a specific end date if the contract has a fixed term, or leave it set to Ongoing if the job repeats indefinitely until you cancel it.
Select the engineer who will complete the recurring visits, then click Save. All future occurrences are created and appear on the schedule immediately.
Assigning engineers to recurring jobs
When you set up a recurring job, the engineer you assign is used for all future occurrences by default. This works well for service contracts where the same engineer always visits the same customer.
If you need a different engineer for a specific visit, open that individual occurrence from the schedule or jobs list and change the assigned engineer on that record only. The change affects only that one occurrence — all other visits keep the original assignment.
Every future occurrence of a recurring job is automatically placed on the schedule at the correct date and time. They are colour-coded by engineer just like any other job and can be viewed in day, week, or month view.
Editing future occurrences
If you need to change the details of a recurring job — for example, a price increase or a change to the job description — open any future occurrence and click Edit. You will be asked how the change should be applied:
The change applies only to the single visit you opened. All other past and future occurrences remain unchanged.
The change applies to the visit you opened and every occurrence after it. Past completed jobs are not affected.
The change is applied across the entire recurring series, including future jobs. Use this for a correction that should have applied from the start.
Cancelling a recurring job
To cancel a recurring job, open any future occurrence, click the More actions menu, and select Cancel recurring job. You will be given the same three scope options as when editing:
Cancelling never deletes completed or in-progress jobs. Any visit that has already been marked as completed remains in the job history with all its notes, photos, and invoices intact. Your records are always preserved.
There is currently no “pause” option for recurring jobs. If a contract is temporarily suspended, cancel future occurrences and create a new recurring job when the contract resumes.
Using recurring jobs for service contracts
Recurring jobs are ideal for annual boiler services, quarterly gas safety checks, monthly cleaning contracts, and any other agreement where a customer pays for regular visits. Here are some tips for managing service contracts effectively:
Trade2Base handles recurring job scheduling automatically so you can focus on the work. Try it free.
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