Business guides & product help

Recurring work & site records

Use AxiomBlue Professional Job Series for recurring visits, then inspect the generated jobs. Carry the current scope and site instructions into the records workers use, and review skipped or changed visits before billing. These guides distinguish a repeating service pattern from evidence that a particular visit was completed.

  1. Create the customer’s Job Series with frequency, site and agreed scope; inspect the generated dates and Job Details.
  2. Review each visit’s Tasks, completion, time and exceptions, including a skipped clean or rain-day move.
  3. Match the series billing arrangement to the agreement and reconcile visit outcomes with invoice drafts.

Follow the product steps

In Axiom Blue

These instructions open on our documentation site.

Understand the process

Practical guides

Guide + printable resource

Cleaning scheduling software: manage repeat visits

Use AxiomBlue Professional Job Series for the repeat clean, write visit instructions in Description or Tasks, then test a replacement cleaner, missed access and billing review. Keep each visit’s actual outcome separate from the recurring pattern.

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