Recurring service

Recurring service that schedules itself.

AMC visits, filter changes and yearly inspections repeat on their own, and the next service is booked the moment this one is done.

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Repeat · AMC visit: Shah Clinic

Every: 3 months
Mode: Create the next one when this one is done
Ends: After 4 visits
Next visit: Tue 13 Jan

Sample data

Recurrence that covers real schedules

Daily, weekly, monthly or yearly, with an interval and chosen weekdays
Ends never, on a date, or after a number of visits
Two modes: repeat on a timer, or create the next one when this one is done
Next-service scheduling up to 11 months ahead, as a stage action

Stages with limits

Put a time limit on a stage. When it runs out, TaskSiddhi can notify someone, escalate or move the card on.

Templates to start from

Service Delivery Journey
Customer Journey
Industry task packs

An annual contract, set up once

1
Make the visit the task
One task per visit, not one task per contract. A contract that is a single task cannot tell you whether February happened.
2
Set the repeat
Quarterly, with an interval and an end: after four visits, or on the date the agreement runs out.
3
Choose the mode
Repeat on a timer when the schedule is fixed. Create the next one on completion when the next visit depends on when this one actually happened.
4
Put a limit on the waiting stage
If a visit sits unscheduled past its window, the stage limit raises it rather than leaving it to be noticed.
5
Write what finished means
"Filter changed and the reading logged" closes a visit. "Done" does not, and you will not be able to tell six months later.

Where recurring work usually goes wrong

Three failures that cost more than a missed visit, and what to do instead.

The contract lives in someone's head. The repeat ends when they leave, and nobody notices until a customer calls.
Every visit is marked done on the same afternoon. If a month of visits closes in one sitting, the board is being tidied rather than worked, and the dates are now fiction.
Nobody records why a visit was skipped. A skipped visit with a reason is a service record; a skipped visit without one is a dispute waiting to happen.

What it does not do

No contract or renewal value is tracked. This schedules visits; it is not an agreement register.
No automatic invoicing when a visit closes.
No customer-facing portal. The people on the board are members of the workspace, and the customer is not one of them.
No route or travel planning between the day's visits.

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An annual contract, set up once

Make the visit the task

One task per visit, not one task per contract. A contract that is a single task cannot tell you whether February happened.

Set the repeat

Quarterly, with an interval and an end: after four visits, or on the date the agreement runs out.

Choose the mode

Repeat on a timer when the schedule is fixed. Create the next one on completion when the next visit depends on when this one actually happened.

Put a limit on the waiting stage

If a visit sits unscheduled past its window, the stage limit raises it rather than leaving it to be noticed.

Write what finished means

"Filter changed and the reading logged" closes a visit. "Done" does not, and you will not be able to tell six months later.

What it does not do

No contract or renewal value is tracked. This schedules visits; it is not an agreement register.

No automatic invoicing when a visit closes.

No customer-facing portal. The people on the board are members of the workspace, and the customer is not one of them.

No route or travel planning between the day's visits.

Recurring service that schedules itself.

Recurrence that covers real schedules

Stages with limits

Templates to start from

An annual contract, set up once

Where recurring work usually goes wrong

What it does not do

Related

More ways teams use TaskSiddhi

Start with your team today

Recurring service that schedules itself.

Recurrence that covers real schedules

Stages with limits

Templates to start from

An annual contract, set up once

Where recurring work usually goes wrong

What it does not do

Related

More ways teams use TaskSiddhi

Start with your team today