Understanding Recurring Jobs

The Jobs page shows all your recurring and one-off jobs synced from your CRM. This is where you track service delivery and revenue projections.

Jobs List

The main list shows each job with:

• Client name and link
• Service frequency (weekly, bi-weekly, monthly, quarterly, etc.)
• Job status (active, renewing, unscheduled, inactive)
• Renewal date (if applicable)

Job Detail

Click any job to see a detailed view:

• Projected Value Chart — visual projection of the job's revenue over time
• Revenue Summary — total job value, estimated monthly and annual revenue, and visit count
• Job Details — client, service address, frequency, start and end dates
• Visits Table — a list of all scheduled and completed visits for this job

Revenue Calculations

Revenue projections depend on your workspace's billing mode (configured during setup):

• Per Month — revenue is calculated as a flat monthly amount regardless of visit count
• Per Visit — revenue is calculated by multiplying the per-visit rate by the number of visits in each period

This affects how weekly and bi-weekly jobs display their monthly and annual projections.

Job Statuses

• Active — the job is currently running with scheduled visits
• Renewing — the job is approaching its renewal date
• Unscheduled — the job exists but has no upcoming visits
• Inactive — the job has been paused or cancelled