Schedule Visits on Set Weekdays

Serve a customer on fixed days of the week — twice a week on Monday and Thursday, for example — instead of every set number of days.

Updated September 2, 2026

Some customers need service on fixed days of the week — a commercial account cleaned twice a week on Monday and Thursday, for example. The Set weekdays scheduling mode pins a work type's visits to the days you choose, where Fixed interval would drift across weekdays (every 3 days is 2⅓ visits a week, on different days every week).

  1. Set the work type's schedule

    Open SettingsWork Types and expand the work type. Under Scheduling, set Mode to Set weekdays. Pick the Service days (Sun–Sat), and set Repeats to Every week or a longer cycle like Every 2 weeks. The Scheduling section's summary line confirms the mode — for example Set weekdays · Auto-create jobs.

  2. Choose the automation

    Set Automation to Auto-create jobs to have visits created on the chosen days automatically, or Recommend only to keep creation manual. Save.

  3. Quote it (optional)

    New quotes for this work type inherit the schedule — the quote builder's Contract Setup shows the default, and a per-visit rate line multiplies by the true visit count for the term. To override one deal, use Switch to set weekdays next to Visit interval (days) in Contract Setup, or type an interval to use days instead. Quote and contract templates offer the same switch.

  4. Or create the contract directly

    On a new contract under Sales and BillingContracts, the Service days chips appear in place of Visit interval (days) when the work type uses Set weekdays. Adjust the days or the repeat cycle for this contract if needed.

Days stay put

Each visit is created on the next chosen weekday. If one visit moves — a company holiday, a route change, a make-up visit — the following visit still lands on the next chosen day. On a fixed interval, one moved visit shifts every visit after it.

Editing the interval switches the schedule off weekdays

A Set weekdays 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 — the edit form says so before you save.

Verify it worked

Open the contract: Visit Interval reads as the weekday schedule, for example Twice weekly (Mon & Thu), and Next Job falls on one of the chosen days. Once the scheduler runs, Schedule shows the visits landing only on those days, and a per-visit plan lists Visit 1 of N slots dated on them.

Frequently asked questions

What is the difference between "Fixed interval" and "Set weekdays"?

Fixed interval schedules the next visit a set number of days after the last one, so the weekday drifts — every 3 days lands on different days each week. Set weekdays pins visits to the days you choose, so a twice-a-week customer is always served on the same two days.

A visit got moved for a holiday. Does the whole schedule shift?

No. Only that one visit moves. The next visit is still created on the next chosen weekday, so the customer's service days never rotate.

Can I serve a customer on Saturday?

Yes. Days you choose are service days by definition, so a Saturday on the schedule stays on Saturday. Company holidays still move an individual visit.

How does this price a per-visit rate?

The quote and contract multiply the rate by the real number of chosen-day visits in the term. Twice a week over four weeks is 8 visits, and the customer's document shows that math.

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