What It Does
Service plans cover billing; Recurring Jobs cover the actual visits. Set up a recurring job with an interval (weekly, monthly, quarterly) and SalesButler auto-generates the next dispatch entry each cycle, advancing the next-due date forward. Combine with Service Plans for the full recurring-revenue stack.
Step-by-Step Guide
Create the Recurring Job
Define customer, service, and interval (e.g., monthly mow).
Set Start Date
First visit creates immediately; subsequent visits advance by interval.
Auto-Generate Next Visit
When a visit is completed, the next visit auto-generates.
Tech Sees in Portal
Each generated visit appears in the dispatch board and tech portal.
Adjust or Cancel Anytime
Change interval, pause, or cancel the recurrence as needed.
Why You'll Love This Feature
Auto-Generated Visits
Never miss the next service window — visits create themselves.
Flexible Intervals
Weekly, monthly, quarterly — your choice.
Easy to Adjust
Change cadence or pause anytime as the customer's needs evolve.
Hits the Dispatch Board
Generated visits appear in dispatch automatically.
Pairs With Service Plans
Combine with Service Plans for billing + visit automation.
Track Recurring Revenue
See recurring vs one-time revenue broken out cleanly.
Perfect For
Monthly lawn care visits
Quarterly pest control treatments
Bi-weekly cleaning services
Annual HVAC tune-ups
Weekly pool maintenance