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Recurring jobs let you set up a repeating schedule for clients who need regular service — weekly cleaning, monthly maintenance, quarterly inspections, and so on.

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Setting up a recurring job

You can create a recurring job in two ways: When creating a new job: Enable the Recurring toggle in the JobNew form and configure the schedule before saving. From an existing job: Open any job and tap Make Recurring to convert it into the start of a recurring series.
1

Enable recurrence

Toggle on Recurring in the job form, or tap Make Recurring on an existing job.
2

Set the frequency

Choose how often the job repeats: Weekly, Every 2 weeks, Every 3 weeks, Every 4 weeks, Monthly, or Custom (enter a specific number of days).
3

Set jobs ahead

Choose how many future occurrences Clarely keeps on your schedule at any time. The default is 6, and you can set between 2 and 12. As you complete jobs, the nightly cron adds new ones to keep the window full.
4

Save

Tap Save. Clarely creates the first set of occurrences immediately. New jobs are added automatically on a rolling basis as older ones are completed.

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How recurring jobs work

Clarely maintains a rolling window of upcoming occurrences for each series. Rather than generating the entire schedule upfront, it keeps a set number of future jobs on your schedule at all times — determined by the jobs-ahead setting. The nightly cron tops up the window as jobs are completed. Each occurrence is a separate job in your schedule. Completing one occurrence has no effect on the rest of the series. If auto-invoice is enabled and the job is linked to an accepted quote, completing each occurrence automatically creates a draft invoice for that service period.

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Managing a series

Open any job in the series and tap Manage Recurrence to:
  • Change the frequency or custom interval
  • Adjust the jobs-ahead count
  • Cancel the entire series
To change the scope or pricing of a recurring engagement, cancel the series and create a new quote with the updated terms. See Locked terms.

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Cancelling

Cancel a single occurrence — open that individual job and cancel it from the job detail page. The rest of the series is unaffected. Cancel the full series — open any job in the series, tap Manage Recurrence, and choose Cancel Series. All remaining scheduled jobs in the series are cancelled. Completed jobs remain in your records.