Spectora's recurring jobs feature allows you to automate scheduling for services like pest control or routine inspections. Once enabled, you can easily set jobs to repeat on a regular basis. Simply choose the recurring option when scheduling a new job, and customize how often it repeats, whether it’s weekly, monthly, or yearly. You can also set an end date or limit the number of occurrences. Recurring jobs are unconfirmed until manually adjusted, and you can edit or cancel future jobs anytime from the inspection details page.
Check out the video below for a walkthrough from our Product Manager, Megan!
Scheduling Recurring Inspections
In this section, we'll show you how to schedule a recurring inspection series.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "+New Inspection"
Click "Does Not Repeat" to the right of the calendar
Click "Repeats"
Choose how often the inspection should repeat
Choose when the recurring inspections should end
Check the box "Keep the assigned inspector for future inspections" to have the same inspector assigned to all jobs in the recurring order
The inspections will show an orange banner indicating that they are part of the recurring inspection series
Editing a Recurring Appointment & Series
In this section, you'll see how to edit a recurring inspection and a recurring inspection series.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on an inspection in the recurring series
Any changes made on the Inspection Details page will only affect this particular inspection
To edit the details for the current inspection you're viewing and all future inspections in the series, select the first 'click here'
To edit the details for all inspections in the series, select the second 'click here'
Canceling a Recurring Inspection and Series
In this section, we'll show you how to cancel a recurring inspection and series.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on the first inspection in the recurring series
Click "More"
Click "Cancel" in the dropdown menu
Enter the cancelation reason
Select a cancelation option - only this inspection, this and future inspections, or all inspections in the series
Only this inspection: this option will cancel only the inspection you are currently viewing/editing. Other inspections in the series will remain scheduled.
This and future inspections: this option will cancel the inspection you are currently viewing/editing and all future inspections in the series. Recurring inspections in the series that have already passed will remain scheduled.
All inspections: this option will cancel all past, present, and future inspections within the series.
Important Tips for Recurring Inspections
Recurring inspections will automatically load as unconfirmed appointments going forward until their end date.
When scheduling a recurring job, many aspects are not carried over, including:
The assigned inspector, all recurring jobs are unassigned by default after the first appointment.
The services and fees for the inspection must be assigned per inspection.
Before confirming the new appointments, be sure they are updated to your preference.
Choosing to set the event as recurring will mean the event will repeat at the same time of day for the same duration at a set schedule.
Once a job is set to recur, you have a few options for customizing the cadence including how often it repeats.
The event can be repeated as often as needed, ranging from multiple times a week to once every few years.
You also have the option to set a date for when the event should stop repeating. Alternatively, you can select to set a number of appointments the event recurs if that's an easier way for you to structure billing.
Frequently Asked Questions
How can I tell which inspections are part of a recurring series?
Inspections that are part of a recurring series will have a circular arrow icon shown on the dashboard calendar.
Can I set up recurring events like office or staff meetings on my Spectora calendar?
We don't have a recurring event feature just yet, but we are working on one!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
