What Are Recurring Jobs?

Recurring jobs let you schedule the same service to repeat automatically on a set cadence — daily, weekly, monthly, or custom. Once set up, CrewBrix generates each occurrence automatically so you don't have to re-create the job every time.

Setting Up a Recurring Job

Create a new job as normal (tap + → New Job).
After selecting the first scheduled date, tap Recurrence below the date/time field.
Choose a recurrence pattern:

Pattern	Example use case
Daily	Pool cleaning, morning inspections
Weekly	Landscaping, recurring maintenance
Bi-weekly	Every other week lawn service
Monthly	HVAC filter checks, pest control
Custom	Every 6 weeks, every 90 days

Set an End date or choose Never to repeat indefinitely.
Tap Save. CrewBrix generates up to 12 months of future occurrences immediately; additional occurrences are generated on a rolling basis.

Editing a Recurring Series

Open any occurrence in the series and tap Edit. You'll be asked whether to edit:

This job only — changes apply only to the tapped occurrence.
This and all future jobs — changes apply to every upcoming occurrence in the series.
All jobs in series — changes apply to the entire series including past occurrences (useful for correcting an error).

Cancelling a Single Occurrence

Open the occurrence and tap Cancel Job → This job only. The rest of the series is unaffected.

Cancelling the Entire Series

Open any occurrence, tap Cancel Job → All upcoming jobs. All future occurrences are cancelled and marked accordingly.

Tips

Assign a default technician at the series level so every occurrence is auto-assigned.
Recurrence notes (e.g. "check filter, lubricate fan") are inherited by all occurrences; per-job notes can still be added to individual occurrences.
Customers can receive automated reminders before each recurring visit — configure this in Settings → Notifications → Customer Reminders.

Setting Up Recurring Jobs