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Recurring Work Orders

This article explains how to create, manage, and edit recurring work orders in Visitt using the Recurring Work Orders feature.

Orel Levy avatar
Written by Orel Levy
Updated this week

Recurring work orders are used for repeat building services for tenants, such as premium services like cleaning. They can also be used for recurring property tasks like janitorial, landscaping, or other vendor services. Once set up, work orders are automatically generated on a schedule you define using the standard work order form, eliminating the need to manually recreate the same work.

What you can do with recurring work orders

With Recurring Work Orders, you can:

  • Create recurring schedules with flexible frequencies

  • Automatically assign tenants using their leased spaces, supporting tenant bill-backs

  • Control whether work orders are shared with tenant contacts or stay internal only

  • Generate work orders on the due date or in advance

  • Edit schedules without affecting existing work orders

  • Manage all schedules from a dedicated Recurring Schedules tab

Note: AI-based similarity detection is disabled for work orders generated from recurring schedules.


Creating a recurring schedule

  1. Go to Work Orders and open the Recurring Schedules tab.

  2. Click Create Recurring Schedule.

  3. Enter a Description and select the relevant Building, Where, and Category.

  4. If a leased space is selected, the tenant is automatically assigned.

  5. Choose whether to share or not share the work order with the tenant contact.

  6. Configure the schedule frequency and due date behavior (see below).

  7. Review the schedule summary and save.

Before saving, a confirmation alert summarizes your selections and displays the next four scheduled occurrences.

Schedule frequencies

Recurring Work Orders support the following frequencies:

  • Weekly

    • Select a single weekday or multiple weekdays

  • Monthly

    • By a specific date (e.g. the 15th of every month)

    • By a day pattern (e.g. first Monday of the month)

  • Yearly

    • Select a specific month

Due date & create in advance behavior

  • All due dates are set to end of day (11:59 PM).

  • The first due date is based on the selected start date.

  • You can choose whether work orders are:

    • Created on the due date, or

    • Created in advance, based on the schedule configuration


Viewing recurring work orders

Work orders created from a recurring schedule appear in both Open Work Orders and All Work Orders.

Recurring work orders include:

  • A “Recurring” work order type

  • A system indication:
    “Created by Visitt from a scheduled recurrence”

You can also filter the work orders table by Recurring type to view only recurring-generated work orders.

Viewing and editing a schedule from a work order

For any work order created from a recurring schedule:

  1. Open the work order.

  2. Click the More (⋯) menu.

  3. Select Edit recurring schedule to open the schedule form


Managing recurring schedules

All recurring schedules can be managed from the Recurring Schedules tab.

From this tab, you can:

  • View all existing schedules

  • Edit a schedule

  • Delete a schedule

Once saved, Visitt will automatically generate work orders based on the defined schedule. These will appear in Open Work Orders or All Work Orders, depending on the next occurrence.

💡 Only schedule Creators or Admins can edit or delete recurring schedules.

Note: Editing or deleting a recurring schedule does not change or delete existing work orders. Only future work orders are affected.


Automations behavior

Recurring Work Orders inherit existing automation rules, including:

  • Automatic assignment

  • Priority rules

This ensures recurring tasks follow the same standards as manually created work orders.


Current limitations

Recurring Work Orders currently do not support:

  • Pausing a schedule

  • Limiting the number of repetitions

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