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Build a daily, weekly, or monthly job series, preview every date, and manage one occurrence or the whole series.
Recurrence turns one mobile job sheet into a daily, weekly, or monthly series. Build the pattern, inspect the dates CleanOps will schedule, then manage one occurrence or the series from the native app.
This guide focuses on recurrence — building the pattern, not one-off jobs or calendar navigation.
You need a customer, a start date and time, and permission to create or update jobs. A new rule records the timezone of the device that builds it, and later edits keep that zone, so the local job time stays consistent across daylight-saving changes. Job update permission covers editing and cancelling one occurrence. Cancel Series additionally needs the separate job cancel permission, and Delete Series needs job delete permission. Mobile enforces permissions two ways, so expect both: the floating create button, the header quick-add, and the action menu’s Edit Job, Change Status, Archive Job, and Delete Series are hidden without their permission, while the Edit button on a job opened from the Schedule calendar always appears and refuses on save with Failed to save job. Either way, a refused action changes nothing.
Open Schedule, select the floating + button, and complete the customer, date and time, location, service, and technician fields as you would for a one-off job. Scroll to Recurrence before selecting Create Job.
The Create Job sheet at the collapsed Recurrence section.
Turn on Recurrence, then select Edit schedule. The Repeat schedule sheet shows Repeat every, On, Ends, Number of times, End date, and Skip public holidays, plus a live summary and the next scheduled dates. Choosing the unit opens a Select Interval Unit picker. On a new job, turning Recurrence off discards the pending rule. Turning it off on the first job of an existing series and saving dissolves that series and removes future occurrences that carry no work; doing the same on any later occurrence is ignored and the series continues — so open the earliest job in the series when you want to end it. To abandon an edit, select Cancel in the sheet.
Recurrence enabled with its schedule summary and Edit schedule action.
Set Repeat every to a positive whole number and choose Days. Use 1 for every day or a larger interval for every few days. The summary restates the cadence and the next dates.
The Repeat schedule sheet configured for a daily cadence.
Choose Weeks, set the interval, then select one or more weekday buttons under On. You can combine Monday through Sunday; CleanOps schedules the selected weekdays in calendar order. At least one weekday is required.
A weekly recurrence with Monday, Wednesday, and Thursday selected.
Choose Months, then select Day of the month for a numbered day or Weekday of the month for the 1st, 2nd, 3rd, 4th, or last occurrence of a weekday. Only the active anchor is saved.
A monthly rule anchored to the third Monday.
A numbered anchor keeps its original intent: day 31 uses the final day in a shorter month, then returns to day 31 when a later month has it. An nth-weekday rule uses the final matching weekday when the selected occurrence would otherwise fall beyond the month.
Select Ends, then choose Never, After a number of times, or On a date. After a number of times enables Number of times; On a date enables End date. Turn on Skip public holidays to move a visit that lands on a supported U.S. federal holiday to the next day that is not a holiday.
A monthly rule bounded to five occurrences.
One span ceiling governs both endings: a series cannot run more than two years past the job’s own start date. Number of times accepts up to 100 occurrences, but a count that would carry the series beyond that two-year span is rejected on the Number of times field with “A repeating job cannot run more than 2 years past its start date.” — so the usable maximum depends on the cadence. An end date is bounded by the same two years. The job’s own start date is always the first occurrence and counts toward Number of times, even when it does not match the pattern you chose — asking for five third Mondays gives you the start date plus four third Mondays. Skip public holidays moves an affected visit forward to the next day that is not a holiday rather than dropping it, and it works the same way for the first occurrence and every later one; a visit is only dropped when moving it would reach the next date the pattern already claims. A count-bounded rule keeps going until it has produced the number of dates you asked for.
Select Done, then open Preview all dates for a bounded rule. The sheet lists every date, marks NEXT and LAST SCHEDULED, and shows the total. A Never rule has no final date, so it offers Preview next 12 months instead: CleanOps schedules a rolling year ahead and extends the series each month. Select Close, or tap outside the sheet, to return without changing the rule.
The five-date monthly preview with its boundary markers.
Validation runs when you select Done in the sheet or submit the job. Done will not close the sheet while a value is rejected, so the message always sits beside the control that caused it. Correct the highlighted value when the interval is not a whole number above zero, a weekly rule has no weekday, a monthly day is outside 1–31, a count is outside 1–100, a count or end date would carry the series more than two years past its start, or an end date is invalid or before the start. An incomplete rule cannot create a series, and the job sheet says Recurrence needs attention before this job can be saved. If Failed to create job appears instead, select OK, review the required job fields and recurrence values, then retry; Cancel leaves stored jobs unchanged.
A rejected value keeps the sheet open with the message beside the control that caused it.
Use Add Date when the work does not follow one pattern. Enter each extra date, time, and duration; select Remove to delete a row. The form warns If you add multiple dates, recurrence will be disabled. and the Recurrence switch stops responding while any extra row is present. Selecting Create Job produces one job that carries every date — not a job per date, and not a series. That is the opposite of recurrence, where each occurrence becomes its own job in Job History.
An extra date row and the warning that recurrence will be disabled.
Select Create Job. Open an occurrence and compare its Recurrence summary with the rule you saved, then open More → Job History and search its job number. Each occurrence is a job, and the detail view preserves the cadence summary. Opening a job from the Schedule calendar instead shows a read-only panel that lists the rule field by field — Recurrence, Repeat Every, Repeat On, Start Date, End Condition, and Exclude holidays — with Full Details to open the job itself. The example below shows a different, weekly series — expect your own summary to restate the rule you built.
A recurring job detail showing its persisted weekly rule.
Open a recurring job, select the actions menu, and choose Edit Job. Change the recurrence rule, review the new dates, and save to reconcile future occurrences. Editing an ordinary field on one later occurrence changes only that occurrence. The sheet also carries a red Delete Job at the bottom: on a later occurrence it removes that job, but on the first job of a series it deletes the entire series, which its confirmation warns about.
The job actions menu with Edit Job and series actions.
From the actions menu, select Change Status → Cancelled. In Cancel Recurring Job, choose Cancel This Job for only the open occurrence or Cancel Series for occurrences whose start time is now or later, which leaves earlier history untouched. Job update permission covers Cancel This Job; Cancel Series additionally needs the separate job cancel permission, and both buttons are shown either way, so a user without it is refused only on tap. Both scopes report the same Job status updated, so confirm the result rather than relying on the message. Close the sheet to preserve every status.
The in-app choice between cancelling one occurrence and the series.
A user with job delete permission can select Delete Series from the actions menu. The confirmation names the job and its customer and warns “Are you sure you want to delete this recurring series? This action cannot be undone.” Select Cancel to keep every job, or Delete only when the entire series should be removed — the app confirms with Job series deleted.
The irreversible Delete Series confirmation.
The saved rule, date preview, Schedule, and Job History now agree. You can adjust future recurrence, change one occurrence independently, cancel one job or the future series, and reserve permanent deletion for users with delete permission.
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