Define the recurrence
Choose a weekly, biweekly or monthly schedule for a customer job.
FEATURE / RECURRING VISITS
Recurring visits
Schedule repeat work weekly, biweekly or monthly. Generate the upcoming visits reliably without rebuilding the same work order.
HOW THE WORKFLOW RUNS
A practical workflow, not another disconnected tool.
Generate visits
Run the scheduled process to populate coming appointments.
Review monthly billing
Draft invoices for completed and priced visits; verify before sending.
BUSINESS VALUE
Keep information close to the work.
Reduce repeat administrative setup for regular service contracts.
Start a workspace →CONNECTED FEATURES
The rest of your service operation.
Jobs & work orders
Keep every job organised from intake to completion. Track customer details, service history, assigned teams, status and billable work.
Discover feature →Drag-and-drop scheduling
Put your week in focus. Coordinate visits, assign technicians and adjust upcoming appointments from one shared calendar.
Discover feature →Client relationships
Client details, job history, estimates and invoices are connected to a single workspace record.
Discover feature →OPERATIONAL GUIDANCE
What to check before this goes live.
A connected workflow is only useful when the people, data and configuration around it are reliable.
Data quality
Keep client details, job scope, dates and document figures accurate. Resolve conflicting information before sending customer communications.
Correct permissions
Provide staff the least access needed. Confirm client visibility, private documents and work assignments with at least two user roles in staging.
Production validation
Test the actual business workflow, cron and communications on your hosting environment. Never assume a styled screen means integration is complete.
TRY THE WORKFLOW
Keep learning connected to doing.
Existing workspace users can move from this guide to the relevant secure screen. Sign-in and business-role permissions apply to all account actions.
COMMON QUESTIONS
Answers before you commit.
What does Recurring visits mean in ZelvotriX?
Schedule repeat work weekly, biweekly or monthly. Generate the upcoming visits reliably without rebuilding the same work order.
Is this feature available in the web app?
This workflow is included in the current web platform; configuration, provider integrations and deployment validation may be needed for parts of the feature.
How are future recurring appointments created?
A configured scheduled task generates visits ahead of time for active recurrences.
When are recurring invoices drafted?
The scheduled process can draft monthly invoices for eligible completed and priced visits; staff review them before sending.
Will rerunning a task duplicate visits?
The existing scheduling process uses uniqueness checks, but production cron must be verified on your host.
MAKE ROOM TO GROW
Create your workspace ↗Bring the whole workday into focus.
Keep your people, customers and work moving on one platform.