Is a route the same as a recurring service?
No. The recurring service creates visits. A route organizes and assigns those visits.
Recurring work
Recurring service scheduling without duplicate visits
Pool, landscape, cleaning, and property service businesses need recurrence and routing to work together without becoming two competing calendars. Obra keeps the recurring service as the source of truth.
The problem
Set the routine. Manage the exceptions.
Two recurrence rules can accidentally generate duplicate work.
A one-day worker change should not rewrite every future visit.
Route changes should not alter completed history.
Conflicts need to appear before dispatch, not after arrival.
How it works
A safer recurring workflow
01
Define the recurring service
Choose frequency, service details, default worker, route, charge, and checklist.
02
Generate individual visits
Obra maintains a rolling window of real maintenance visits without duplicating them.
03
Order the route
Assign and reorder the visits that already exist.
04
Record each result
Every visit keeps its completion, checklist, photos, labor, materials, and client sharing history.
Connected by design
Information enters once and keeps working.
- Keep every client, property, job, visit, document, cost, and payment connected.
- Give office staff, field workers, and clients a view designed for what each person needs.
- Capture screenshots, photos, PDFs, messages, and voice notes without losing the original.
- Work in English or Spanish and keep client-facing information clear.
Frequently asked questions
What to know before you start
Can I reassign only today's visit?
Yes. Choose this visit only, or apply the change to this and future visits.
Does completing a visit track labor?
Yes. Completion creates or reuses the labor entry so payroll and client billing do not double-count it.
Ready to organize the work from the start?
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