Multi-visit jobs

Put several scheduled visits on one job — each with its own date, time, and assigned tech — for multi-day work.

Updated Jul 30, 2026

A patio build or remodel isn't one appointment. A multi-visit job keeps one job (one price, one invoice trail) while the calendar shows each visit separately.

  1. 1Open the job and find the Visits card.
  2. 2Add each visit with its date, time (or all-day), an optional assigned tech, and notes. Owners and admins manage visits; techs see them read-only.
  3. 3The calendar shows one block per visit, labeled "Visit 1/3", "Visit 2/3", and so on — drag any visit to move just that day.
  4. 4The job's own date always mirrors the next upcoming visit, so job lists and reports stay accurate without extra work.

A tech assigned to any visit sees the whole job, and appointment reminders go out per visit. A job can be multi-visit or recurring, not both — recurring generates separate repeat jobs, multi-visit puts several dates inside one.

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