When a Recurring Visit Moves

What Happens When You Move a Visit

When you move a visit of a recurring job, Jeero looks at how far it moved. A small move leaves the series alone; a bigger one pushes the later visits along with it, so the next visit doesn’t land a few days after the last one.

This applies wherever a visit moves: rescheduling from a job’s page on the web or in the mobile app (owners, managers and crew leads), putting a skipped visit back on a new date (see Jobs), and Move day.

How Far the Rest Follows

Weekly and Biweekly – A move of 1 to 3 days leaves the later visits where they are. A move of 4 days or more shifts every later visit by whole weeks, to the closest usual day.
- Every other Tuesday, moved to Wednesday: nothing else moves.
- Moved to Saturday, four days on: every later visit moves one week later, still on Tuesdays.
- Moved eleven days on: every later visit moves two weeks later.
Monthly – A move of up to 7 days leaves the later visits where they are. A longer move shifts every later visit by the same number of days.
Daily – Later visits never move.
Weekly or Biweekly on several weekdays – Later visits never move.

Moving a visit earlier works the same way in the other direction.

What Moves and What Stays

Only later visits move – Visits before the one you moved stay where they are.
Only visits still scheduled move – Completed, started, skipped and cancelled visits stay put.
Only the date changes – Notes, line items, crew and client stay as they were. A later visit spread over several days moves all of its days together.
New visits follow too – Visits Jeero creates from now on continue from the new dates.
The end date doesn’t cut visits off – A visit pushed past the series’ end date is kept.

Before and After You Save

When you pick a new date in the reschedule dialog, a note says what will happen, for example:

The next 3 visits in this series will move 1 week later.

No note means the rest of the series stays put. After you save, the confirmation message says what moved.

With Move day, the preview adds a line such as 3 later visits in 1 recurring series will move too. See Move a Whole Day.

Each visit that followed gets an entry in its job’s history with the old date, the new date, who made the move and how far the series shifted.

Who Gets Told

Customers – Only the customer of the visit you moved gets a message about the new date. Later visits that follow send nothing; the usual reminder before each visit still goes out.
Crews – The crew is told about the visit that moved, not about every later visit.
Owners and managers – When a crew lead moves a visit, the Job Rescheduled notification also says how far the rest of the series moved.

When Each Series Is Due

Every recurring job shows when it’s due, on the original job and on each visit in the series:

Last visit – The date of the last completed visit, or Not visited yet.
Due – The date of the next visit that hasn’t been done.
A status: On schedule with the days to go, Due today, Overdue by some days when a visit date passed without being completed, or No visit scheduled.

A client’s page lists all of their recurring jobs under Recurring visits, with the property, how often each repeats, and when it’s due.

Overdue Warnings

A series is flagged once it goes a whole extra week beyond its rhythm without a completed visit:

Weekly – More than 2 weeks.
Biweekly – More than 3 weeks.
Monthly – More than a month and a week.
Daily – Never flagged.

If a series has never been visited, the count starts from its first scheduled visit.

When a series is flagged:

The job page shows a warning with how many days it has gone without a visit.
The client’s Recurring visits list marks it with a badge.
The Jobs page shows a recurring series overdue button. Click it to list just those jobs, and again to see everything.
Owners and managers get one Recurring Visits Overdue notification. Jeero checks once a day; when several series slip at once, the notification says how many and names the one that has waited longest.

Each overdue stretch is announced once. Completing a visit clears the warning, and if the series slips again later you’ll be told again. You can turn the notification off under Company Notifications, or per person under Notification Preferences. See Notifications.

Keeping the Usual Day Instead

For customers who expect you on the same day every time, edit the job’s recurrence and set When a visit is moved or skipped to Keep the usual day. Moving a visit then changes only that visit, and no note about the series appears when you reschedule.

Every series starts on Later visits follow, the behaviour described above. The choice is per series.

From the Mobile App

Owners and managers get the same in the app: the note in the reschedule sheet, a message saying how far the series moved, the due dates on a job’s recurrence card, a client’s Recurring visits list, the overdue filter on the Jobs tab, the Move day preview line, and the When a visit is moved or skipped setting. Crew leads see the note and the message when they reschedule.