Schedule a Number of Visits per Week or Month
Sell and bill a customer on a count — twice a month, three visits a week — and let the office pick the days.
Updated September 11, 2026
Some agreements are sold as a count, not a calendar: "twice a month", "three visits a week". The days are the office's to choose, so they can move with the route. The Set frequency scheduling mode stores that count and bills against it.
Use it instead of Fixed interval whenever the count is what the customer agreed to. A 14-day interval is not twice a month — walked across a year it fits 27 visits where twice a month is 24, and on a per-visit rate each extra visit is a real invoice.
Set the work type's schedule
Open SettingsWork Types and expand the work type. Under Scheduling, set Mode to Set frequency. Enter the number of Visits and choose Per week or Per month. The explainer line under the fields confirms the schedule, for example 2 visits per month (days vary).
Leave Automation on Recommend
Auto-create jobs is not offered for this mode — a count per period does not say which day. Leave Automation on Recommend only (or None) and save. The SettingsWork Types Automations panel will list this work type as not auto-creating, which is accurate.
Quote it (optional)
New quotes for this work type inherit the count, and a per-visit rate line multiplies by the quota for the term. SettingsQuote Templates can carry a default onto new quotes — use Switch to visits per period next to the visit schedule field.
Or create the contract directly
On a new contract under Sales and BillingContracts, Visits per period appears in place of Visit interval (days) when the work type uses Set frequency. Adjust the count or the period for this one customer.
Schedule the visits
Put the visits on Schedule as you would any other work. The contract keeps count for you.
A contract has one schedule shape
Fixed interval, Set weekdays, and Set frequency are alternatives, not layers. Choosing one clears the other, so there is never a contract with two schedules that disagree about how many visits the term holds.
Editing the interval switches the schedule off the count
A Set frequency contract also shows a day number — the typical gap between visits — for older screens. Saving a different number into the contract's Visit Interval deliberately switches that contract to a plain day interval, which bills a different count. The edit form says so before you save.
Verify it worked
Open the contract. Visit Interval reads as the count, for example 2 visits per month (days vary), with a badge showing this period's progress — 0 of 2 this month before you schedule anything, turning teal once the period is covered. On a per-visit contract, the invoice plan lists exactly the quota for the term: 24 slots for twice a month over a full year, not 27.
If something looks wrong
| What you see | What it means |
|---|---|
| Auto-create jobs is missing from Automation | Expected for this mode. Set frequency work types do not place visits automatically yet. |
| The badge says 0 of 2 this month with visits booked | The badge counts visits scheduled in the current calendar period and attached to this contract. A visit booked for next month counts next month, and cancelled jobs never count. A visit created without landing on the contract will not count either — run Link Orphan Jobs from the Jobs toolbar. |
| The contract shows a day number instead of the count | The contract is on a plain interval. Someone saved a number into Visit Interval, which switches the shape. Re-create the schedule from the work type default, or set the count on the contract. |
| The quote total is higher than the count × rate | Check whether the quote's Contract Setup has an explicit Visit interval (days) typed in. An explicit interval outranks the inherited count. |
Frequently asked questions
Why not just set "every 14 days" for twice a month?
Because it bills a different number. Over a calendar year a 14-day gap fits 27 visits, where twice a month is 24 — so a per-visit contract would invoice three visits nobody quoted. Every 7 days fits 53 where four a month is 48.
Does OpsVara create these visits automatically?
Not yet. A count per period does not say which day, so the office schedules the visits. The contract shows how many are done this period, for example "2 of 4 this month", and the Automation setting for this mode stops at Recommend.
What is the difference between this and Set weekdays?
Set weekdays names the days — Monday and Thursday, every week. Set frequency names only the count, which is the right promise when the days should move to fit the route.
What does the "(days vary)" note on the schedule mean?
It is there to say that this schedule promises a count, not a day. A customer on twice a month may be served on the 3rd and the 20th one month and the 8th and the 22nd the next.
How does a per-visit rate price this?
The quote and the contract multiply the rate by the quota for the term — 24 visits for twice a month over a year — and the invoice plan creates exactly that many visit slots.
The work type is set to every 7 days but this contract is twice a month — which wins?
The contract. The work type's Automation setting controls whether that work type creates jobs on its own; a contract with its own visit frequency controls what gets created, because that is also what the contract bills.
What happens if the term starts mid-month?
A partial month owes a partial quota. A term starting March 15 at twice a month owes one visit in March, not two, so the term count is 19 over the rest of the year rather than 20. This is on purpose, and it is different from monthly invoicing, which does bill for March.
Related guides
- Schedule Visits on Set WeekdaysServe a customer on fixed days of the week — twice a week on Monday and Thursday, for example — instead of every set number of days.
- After a Quote Is ApprovedFind the service contract a signed quote created, check the billing day, and know when no plan appears on purpose.
- Schedule a VisitCreate a scheduled job for a customer and site, or a one-off visit outside the regular plan.