How recurring visits are scheduled

​

The whole schedule, planned up front

When you create a recurring service (weekly, bi-weekly, monthly, every 2 months, quarterly, every 6 months, or a custom cadence like every 10 days), ProBase doesn’t just book the next visit — it pre-schedules the entire chain of future appointments at once. Every visit from your start date through the end date appears on the calendar immediately, so customers and crews can see exactly what’s coming.

• If you set an End Date when creating the job, visits run up to that date.
• If you leave the End Date blank, the chain runs for one year from the start date.
• One-time services get a single appointment on the start date — there’s no chain.

This means you don’t have to remember to book the next visit after every job. The schedule is already in place, and you manage the exceptions (a cancellation here, a reschedule there) as they come up.

​

Jobs that start without a date

A recurring job can exist with no start date at all — most often one created by accepting a quote whose services had no dates on them. There’s nothing on the calendar yet, so the job waits in Needs scheduling on HomeBase. Booking its first visit is what starts the clock. Open the job and tap Schedule a visit, then pick the day and time. That one booking anchors the whole schedule: the date you chose becomes the job’s start date, and the rest of the chain is generated from it on the job’s own cadence, right out to the one-year horizon. You book one visit and get the full year.

​

Recent Activity and Future Appointments

On the service details page, the Appointment History section splits appointments across two tabs so the long visit chain stays easy to scan:

• Recent Activity — what just happened: completed, rescheduled, and cancelled visits, plus the next upcoming visit pinned at the top under an Upcoming visit label. This is the tab you land on.
• Future Appointments — every upcoming scheduled visit, soonest first.

Tap Future Appointments to see the rest of the chain. Each tab shows a few visits at a time with a Show more link to reveal the rest. If there’s nothing to show, the tab says so plainly — No recent activity yet. on Recent Activity, or No upcoming visits scheduled. on Future Appointments.

​

Changing the schedule rebuilds the chain

When you edit a recurring service’s schedule from the Change Schedule modal, ProBase keeps the future chain in sync with your changes: How the chain is reshaped depends on what you changed:

• Start date or frequency changed — future scheduled visits are rebuilt from scratch on the new cadence. Visits you’ve already started work on are kept (see below).
• End date pushed out (or cleared) — ProBase fills in the additional visits up to the new horizon.
• End date pulled in — visits scheduled past the new end date are removed, unless work has already started on them.

​

Visits you’ve already started are kept

An upcoming visit that already has work on it stays put when you change the schedule, even though it’s still marked scheduled. That covers a visit where someone has:

• started the timer
• saved a checklist answer or photo
• typed into the notes pad
• added a note
• added a charge or a discount to that one visit

The visit keeps its date and everything on it, and ProBase doesn’t put a blank copy on the same day. For example, if your crew started Thursday’s visit and saved before photos, then you switch the job from weekly to every two weeks, Thursday’s visit and its photos are still there. The rest of the chain is rebuilt around it. The same holds when you pull the end date in: a started visit past the new end date stays on the calendar. If you don’t want that visit any more, cancel it or reschedule it yourself.

​

Working through the visit chain

Because the whole chain already exists, the everyday actions you take on a single visit behave a little differently than booking one at a time.

​

Completing a visit

The completion form shows a Next visit line naming the date already on the calendar, so you finish the job and move on — there’s no extra step asking you to book the next one. See Completing appointments. The finished visit carries a Completed pill, and the send-report step opens straight after so you can tell the customer what you did. Nothing else in the chain moves — the next visit is still on the calendar for its own day.

​

Calling off one visit

Open the visit, tap ⋯ More, and the Cancel this visit row names the next visit in the chain before you tap it — Just this one — Fri, Aug 28. Your next visit is scheduled for Fri, Sep 4. Confirm in the sheet that slides up. If the visit has charges or notes of its own, the sheet first offers to move them to the next visit so nothing is lost. See Cancelling a visit. The visit now carries a Cancelled pill, with Why it was cancelled and a History line beneath it on the Visit tab. The rest of the chain is untouched — the next visit stays scheduled for its own day.

​

Rescheduling a visit

Rescheduling moves that one visit to a new date — the rest of the chain stays exactly where it is. The original visit is kept as history and marked Rescheduled. See Rescheduling jobs. After it saves, the service page confirms Appointment rescheduled and offers a Send Reschedule Confirmation button so you can let the customer know the new date.

​

Assigning a crew

You can assign a crew to just one visit or to every future visit at once. See Assign or change the crew.

​

Cancelling the whole job

Cancel job — the last row of the visit’s ⋯ More sheet, in red — ends the job and cancels every upcoming visit in the chain at once. Past completed visits and their invoices are untouched. See Cancel job. Confirming shows Service cancelled. and the service plan drops its scheduled date — the chain is gone.

​

Next steps

• Creating jobs — set the start and end dates that drive the chain
• Managing customer services — edit pricing, schedule, and cancel services
• Completing appointments — mark visits done as you work through the chain