Kickserv recurring jobs, explained: setup, what you can change later, and what they don't do for a maintenance agreement

Published September 2, 2026 · Help-center quotes verified on September 2, 2026

• Every step and limit on this page was checked against Kickserv's help center, blog, changelog and pricing page on September 2, 2026, with links at the bottom. Where the docs are silent, I say so instead of guessing.
• I build Deepsel, a maintenance-agreement tool that runs beside Kickserv. That's relevant to exactly one section of this page, and it's labeled.

Kickserv recurring jobs are scheduling. On any scheduled job you press Repeat this job, pick a frequency, refine it by date or weekday, set when it ends, and Kickserv copies the job onto your calendar on that cadence. Each copy invoices on its own. Nothing bills a plan fee, counts visits owed against visits delivered, or renews.

That's the short version. The rest is the setup, the edits you can and can't make afterward, how the money moves, and the exact point where a recurring job stops being a maintenance agreement.

Which Kickserv plans include recurring jobs?

Every paid plan, as far as Kickserv's public pages go. The help center's Jobs article introduces the feature with "If needed, you can set up a recurring series of Jobs on your account" and attaches no plan name to it.¹ The pricing page, pulled on September 2, 2026, lists what each tier gates, and recurring jobs aren't on any of those lists.¹² I found no page that says otherwise. Here's what the tiers do gate, with the pieces that matter for recurring work:

One footnote. Kickserv renamed its tiers, and the help center still says "Lite," "Standard" and "Business" in places; the Kickback article maps those to Start, Run and Scale.¹³ So when the Jobs article says custom fields are for "Standard plans and above," read Run.¹ Month-to-month prices and processing rates are on the Kickserv pricing breakdown.

How to set up a recurring job in Kickserv

You repeat a job that's already scheduled. The button doesn't appear until the job has a date on it, so the sequence is create, schedule, repeat. These are the steps as Kickserv documents them:¹

1. Create the job. Add New, then Job. Enter the service type, a job description (internal, the customer never sees it) and the scope of work (external, the customer does). Pick the contact.
2. Schedule it. Inside the job, under Job Details, select Schedule work. Set the date and time, a description for the techs, the task type, and a technician, or leave it unassigned for now. Select Add Event. Kickserv's tip: choose the Work task type or the job won't show up correctly on the calendar and schedule.
3. Select Repeat this job. A pop-up opens with a frequency drop-down.
4. Refine the pattern. After you pick a frequency you can customize "by date or day of week, and when you'd like the repeating Jobs to end."
5. Save. The repeating jobs land on your schedule.

On the redesigned jobs page the same feature reads: "You can now select from a variety of preset time intervals or customize the timeline to your liking! Add technicians, recurring charges, anything else you need."² So the series carries its techs and its line items, which matters for billing later.

What gets copied is everything. Kickserv's 2008 launch post spelled out the assumption: the repeating job expects the service, the time of the event, the assigned tech and the charges to "remain the same each time."⁵ A 2009 follow-up shows how far ahead it works, with a weekly example where "our system automatically creates the next 4 jobs."⁴ No current doc states the number, so treat it as historical.

Spotting a series afterward is easy. "When you're viewing a Job, you'll be able to quickly tell if it repeats by the information at the top. Similar visual indicators are used on the Jobs list, the Schedule list, and the Calendar views."³ On the Planner, the Calendar tab lets you drag and drop events to new dates and times, and the Schedule tab sorts events into Today, Overdue, Upcoming and Completed.¹¹ That Overdue tab is where an unmoved recurring visit goes to be noticed.

For an HVAC agreement customer, the translation is: schedule the spring tune-up as a job, repeat it every six months, and end the series on the agreement's end date. Each fall and spring a real job appears, at the time of the original visit, on a day the homeowner hasn't agreed to. Somebody in the office moves it.

What you can and can't change after a recurring job is created

You can edit one occurrence or everything after it. You can't, as far as the docs show, change the cadence of a live series.

"If you need to make changes to an event or Job that belongs to a recurring series, you can choose to apply those changes to only that instance, or you can apply it to all following instances."³

That's the rule that saves you when a member moves their fall visit to a Tuesday: change that one instance and leave the spring one alone. The bulk edit has been there since 2009, when Kickserv added a button on the job's edit screen labeled "Update & apply changes to future jobs" so a misspelled job name didn't have to be fixed "in 4 places."⁴

Three things the help center doesn't cover, and I checked the Jobs article, the redesigned jobs page article and More Options in Jobs:

• Changing the frequency. The setup steps describe picking a frequency once.¹ No article describes editing it later. If a monthly customer moves to quarterly, plan on ending the series and starting a new one.
• Ending a series early. The end condition is set at creation.¹ More Options on a job gives you Change the Job number, Delete the Job, Duplicate the Job, Cancel the Job and Change the Job to an Opportunity, all for that job.⁶ The documented route to stop future visits is the "all following instances" edit above.³
• Creating a series from the phone. The technician guide for the mobile app and the mobile calendar article cover the day's schedule, photos, clocking in and out, filters, and swiping to complete an event or notify the customer.¹⁵ Neither mentions Repeat this job. A scheduler in construction wrote on Capterra in December 2021 that the app "works great for basic scheduling, but you can't schedule reminders, for instance, other than through a computer."¹⁶ That's dated, and I'd still build series at a desk.

How recurring jobs bill in Kickserv

One invoice per visit, paid per visit. There's no plan fee and no card on file behind a series.

Here's the flow. Each occurrence is a job, and when you mark a job complete Kickserv pops up an offer to generate the invoice; you can also hit Generate Invoice from the job header at any time.⁹ The charges you attached to the series are already on it.² You send the invoice by email or text, and the customer pays it from the Customer Center by selecting the open invoice and Pay with Card, processed through Stripe, with Klarna installments if you've enabled them.¹⁰ In person it's Tap to Pay, or you log a cash or check payment by hand from the Payments widget.²

What isn't in any of those articles is a stored card that gets charged on a schedule. The Customer Center describes the customer choosing to pay; the Payments widget describes card, bank transfer or a manual log.^{2, 10} So the failure mode on a recurring job isn't a declined card, it's an invoice that sits unpaid. For that, Kickserv has automatic invoice reminders: turn them on under Settings, Messaging Templates, Invoice messaging, choose a frequency from every 3 days up to every 60, optionally attach the PDF and send a text copy. They only fire once the job is complete, the invoice has a balance, it isn't marked paid, and you've sent it manually once.^{2, 9}

That's a fine system for a $189 tune-up billed after the visit. It's the wrong shape for a $300 plan billed in March that covers two visits, because the invoice and the two jobs don't know about each other. Processing rates are on the Kickserv pricing page.

Do Kickserv recurring jobs send reminders to customers?

Yes, the same one every scheduled job gets. Under Settings, Messaging Templates, Customer Reminder tab, tick Active and Kickserv sends an automatic reminder before each scheduled job and opportunity, as both an email and a text, with an optional arrival window, reply address and custom message.⁷ The Reminders article puts it at 48 hours ahead; the messaging-template article says you pick the interval, and that a job scheduled inside the interval gets its reminder the same day.^{7, 8} That's a no-show guard for a visit already on the books, not a booking prompt.

The closer thing to a "who's due" nudge shipped in February 2025 as Automated Scheduling Reminders. Kickserv's changelog describes reminders that "automatically reach out to your customers when it's time for their next service," with templates per service and intervals of one, three or twelve months after the last service, "available for Standard, Business, and Premium plan users," which today means Run, Scale and Premium.^{13, 14} Kickserv frames it as turning one-time jobs into recurring revenue, and for a filter-change or a yearly cleaning it does that job. It's a message, though. It doesn't book the visit, and it doesn't know whether the customer already paid for one.

Recurring jobs vs a maintenance agreement in Kickserv

A recurring job answers "when do we go back." A maintenance agreement also has to answer "what did they pay for, what have they used, and when does it renew." Kickserv has no object for the second set of questions; the pricing breakdown goes through the search I did to confirm that. Row by row:

None of that is a knock on Kickserv. It's the difference between a scheduling feature and an agreement ledger, and it's the same gap I keep finding on platforms that cost four times as much. The five fields the ledger needs are in how to track HVAC maintenance agreements.

When Kickserv recurring jobs are enough, and when they aren't

They're enough when the visit really is the same every time. Kickserv's own upsell guide pitches the feature that way: schedule recurring jobs "and eliminate scheduling and coordination each time you go out to provide service for that customer."¹⁷ That holds for:

• A monthly filter-change route where you set the day and the customer isn't home anyway.
• Commercial PM on a fixed interval, same building, same access window, invoiced per visit.
• Lawn, pool or pest routes with a standing slot and a per-visit price.

They aren't enough when one payment covers several visits, or when the customer has to pick the day. A prepaid plan year, spring and fall tune-ups a homeowner books around their own calendar, a renewal that should have charged a card, a member who's used one visit of two with 40 days left: each needs a count and a date the recurring job doesn't hold. Past about twenty agreement customers, the calendar stops being the source of truth.

The workaround shops on Kickserv run

The pattern is the same one Jobber and ServiceM8 shops use, and it works to a point. One recurring job per member, repeating every six months and ending on the agreement date. A contact tag per plan tier so the Customers page filtered by tag is your member list. On Run and above, custom fields on the customer for renewal date, visits included, visits delivered and filter sizes; on Start, those columns go in a spreadsheet. The plan fee goes out as an invoice with automatic reminders chasing it. Then a first-Monday list of everyone renewing in the next 60 days, checked against their series for a visit that got cancelled and never rebooked.

Those five steps, with the help-center citations for each, are on the Kickserv pricing page, and the spreadsheet with the who's-due and visits-at-risk filters built in is free here. The cost is office time every month. The risk is the visit that slips through the cracks between a cancelled job and a renewal nobody flagged.

Running the agreement ledger beside Kickserv

This is the part I have a product in, so weigh it accordingly. Deepsel is maintenance agreement software that works beside Kickserv. It holds the object Kickserv doesn't have and leaves scheduling, dispatch and invoicing where they are.

There's no Kickserv integration, and I'd rather say that plainly than imply one. You export your customer list from Kickserv's Account & Billing tab (or upload the spreadsheet you're running today) and Deepsel imports it. From there it keeps the ledger: plan, tier, covered equipment by model and serial, filter sizes, card on file, renewal date, and visits owed vs delivered per unit. It charges renewals itself, retries a failed card, and flags the ones that stay failed. Each spring and fall it emails every member who's due (texts on Pro) a reminder that carries your Kickserv contact-form link or your office number, so the member books and your office schedules the Kickserv job the way it schedules any other. Before a paid visit expires unused, you and the member both get warned.

Pricing is flat: Starter is $79 a month with unlimited users, Pro is $159 (coming soon; Starter is live), and there's no percentage taken on membership revenue. Kickserv Start at $60 plus Deepsel Starter at $79 is $139 a month for both. Details are on the pricing page; how it compares with platforms that build the module in is in the best HVAC maintenance agreement software roundup.

Frequently asked questions

Does Kickserv have recurring jobs?

Yes. On any scheduled job you select Repeat this job, pick a frequency from a drop-down, refine it by date or day of the week, choose when the repeating jobs end, and save.¹ Kickserv copies the job onto your calendar on that cadence with the same service, time, technicians and charges.^{2, 5} The feature dates to 2008 and the help center puts no plan restriction on it.

How do I set up a recurring job in Kickserv?

Create the job, schedule it (Schedule work, date and time, task type Work, assign a tech or leave it unassigned, Add Event), then select Repeat this job on the scheduled job. Choose the frequency in the pop-up, customize by date or day of week, set when the series ends, and select Save.¹ The redesigned jobs page adds preset intervals, a custom timeline, and technicians and recurring charges on the series.²

Can I edit one visit in a Kickserv recurring series without changing the rest?

Yes. Kickserv's description of the feature: changes to an event or job in a series can apply "to only that instance" or "to all following instances."³ No article documents changing the frequency of an existing series, so treat the cadence as fixed once saved.

Do Kickserv recurring jobs bill the customer automatically?

No. Each occurrence is its own job with its own invoice, generated when you mark the job complete or from the job header, sent by email or text, and paid by the customer through the Customer Center, by Tap to Pay, or logged by hand.^{2, 9, 10} The docs describe no scheduled charge to a saved card. Unpaid invoices can get automatic reminders every 3 to 60 days once the job is complete and the invoice has been sent once.⁹

Do Kickserv recurring jobs send reminders to customers?

Yes, the reminder every scheduled job gets: with customer reminders active, an email and a text before each job, 48 hours ahead per the Reminders article, at the interval you set per the messaging-template article.^{7, 8} Separately, Automated Scheduling Reminders (Run, Scale and Premium) message a customer one, three or twelve months after their last service.¹⁴

Which Kickserv plan do I need for recurring jobs?

Any paid plan, as far as Kickserv's pages show. The pricing page on September 2, 2026 doesn't gate recurring jobs on Start ($60 a month billed annually, 5 users), Run ($119, 10 users) or Scale ($199, 20 users), and the Jobs article names no plan.^{1, 12} Custom data fields and custom reports start at Run, custom templates at Scale, and Automated Scheduling Reminders at Run.^{12, 14}

Can Kickserv track a maintenance agreement with recurring jobs?

Partly. The recurring job puts the tune-ups on the calendar and carries the charges, and that's where it stops. It holds no plan price, card on file, renewal date, count of visits owed against visits delivered, or member discount. Shops keep those in custom fields on Run and above, in a spreadsheet, or in an agreement ledger beside Kickserv; the options are compared in how to track HVAC maintenance agreements.

Does Deepsel integrate with Kickserv?

Not directly. Deepsel imports your customer and agreement list from a Kickserv export or a spreadsheet, keeps the ledger, charges renewals on a card on file, and sends seasonal booking reminders carrying your Kickserv contact-form link or phone number. Booked visits go on the Kickserv schedule as normal jobs. Kickserv stays your system for scheduling, dispatch and invoicing.

Sources

1. Kickserv help center, "Jobs," last updated August 10, 2023: Recurring Jobs section ("If needed, you can set up a recurring series of Jobs on your account"; "On any scheduled Job, select the Repeat this job button"; frequency drop-down; customize "by date or day of week, and when you'd like the repeating Jobs to end"; Save); the Schedule work steps and the Work task-type tip; the Mark Complete prompt to mark all work events complete; Job filters; "Kickserv Standard plans and above can also add custom data fields to Jobs." help.kickserv.com/article/32-jobs, retrieved September 2, 2026.
2. Kickserv help center, "New Kickserv Jobs Page": "Have a job you will be doing repeatedly? ... You can now select from a variety of preset time intervals or customize the timeline to your liking! Add technicians, recurring charges, anything else you need"; Payments widget with card, bank transfer or manual log via Stripe; automatic reminders "ranging from every 3 days up to every 60 days" with optional PDF. help.kickserv.com/article/103, retrieved September 2, 2026.
3. Kickserv blog, "Recurring Jobs are Better than Ever," Peter McKesson, September 27, 2014: "On any scheduled job, you're able to create a recurring series"; series indicators on the job, the Jobs list, the Schedule list and the Calendar views; "you can choose to apply those changes to only that instance, or you can apply it to all following instances." kickserv.com/blog, retrieved September 2, 2026.
4. Kickserv blog, "Update Future Jobs," Peter McKesson, May 29, 2009: weekly example where "Our system automatically creates the next 4 jobs"; the "Update & apply changes to future jobs" button on the edit screen of a job in a recurrence. Dated; quoted for the mechanism, not the number. kickserv.com/blog, retrieved September 2, 2026.
5. Kickserv blog, "Recurring Jobs in Field Service Management Software," Peter McKesson, December 18, 2008: "meant to automate the task of creating duplicate ongoing jobs for scheduling purposes that are predetermined"; the repeating job assumes Service, Time of event, Assigned Tech and Charges "will remain the same each time." kickserv.com/blog, retrieved September 2, 2026.
6. Kickserv help center, "More Options in Jobs," last updated February 7, 2024: Change the Job number, Delete the Job, Duplicate the Job, Cancel the Job, Change the Job to an Opportunity. help.kickserv.com/article/90, retrieved September 2, 2026.
7. Kickserv help center, "Reminders": automatic customer reminders "48 hours in advance" for "Lite plans and above"; Settings, Messaging Templates, Customer Reminder tab, Active; arrival window, reply email, custom message; "The customer reminder will send as both an email and SMS text message." help.kickserv.com/article/34, retrieved September 2, 2026.
8. Kickserv help center, "Custom Estimate, Invoice, and Appointment Messaging": "Kickserv will remind the customer at the set interval before their job. If the job is scheduled within the set interval, we send a reminder the same day"; "select your desired reminder interval." help.kickserv.com/article/13, retrieved September 2, 2026.
9. Kickserv help center, "Invoices": the Generate the invoice prompt on Mark Complete and the Generate Invoice button; sending by email and SMS; Mark Paid; automatic invoice reminders and their four conditions (job complete, balance remaining, not marked Paid, sent manually once); Settings, Messaging Templates, Invoice messaging, Invoice Reminders. help.kickserv.com/article/33, retrieved September 2, 2026.
10. Kickserv help center, "The Customer Center": Open Invoices tab, "Pay with Card," "processed immediately via Stripe"; Klarna installments if enabled; "You can book a new job by selecting the Contact Form button." help.kickserv.com/article/80, retrieved September 2, 2026.
11. Kickserv help center, "Planner": Schedule tabs Today, Overdue, Upcoming, Completed; Calendar drag and drop, day, week and month views; one-way Google Calendar sync. help.kickserv.com/article/79, retrieved September 2, 2026.
12. Kickserv pricing page: Start $60/mo (5 users) with automated email and text reminders, 20+ reports, time and expense tracking, QuickBooks Online; Run $119/mo (10 users) adds dispatch mapping, GPS check-ins, custom data fields, custom reports; Scale $199/mo (20 users) adds custom templates and reviews; "Save 20% with annual subscription"; no recurring-jobs line on any tier. kickserv.com/pricing, retrieved September 2, 2026.
13. Kickserv help center, "Kickserv Kickback," updated July 29, 2026: Start, Run and Scale "(previously Lite, Standard, Business)." help.kickserv.com/article/95, retrieved September 2, 2026.
14. Kickserv changelog, "Automated Scheduling Reminders: Turn One-Time Jobs into Recurring Revenue," February 24, 2025: reminders that "automatically reach out to your customers when it's time for their next service"; templates per service; "monthly intervals, whether it's one, three or 12 months after the last service"; "available for Standard, Business, and Premium plan users. Flex and Lite plan users, upgrade now." changelog.kickserv.com, retrieved September 2, 2026.
15. Kickserv help center, "A How-to Guide for Technicians" (day's schedule, photos and videos, clock in and out) and "The Mobile Calendar" (weekly home screen, filters, "swiping right to mark events complete and left to notify customers," November 20, 2024 update). Neither describes creating a recurring series in the app. help.kickserv.com/article/65 and article/93, retrieved September 2, 2026.
16. Capterra, Kickserv reviews: Sophia H., Sales, Marketing & Scheduling, Construction, used the software for 1 to 2 years, December 2, 2021: "The cellphone version is still a work in progress - It works great for basic scheduling, but you can't schedule reminders, for instance, other than through a computer." capterra.com, retrieved September 2, 2026.
17. Kickserv blog, "How to Upsell Home Services Without Upsetting Customers," Shannon Ketchum, April 20, 2023: "Set recurring jobs: Kickserv enables you to schedule recurring jobs, and stay on top of these jobs while sending automated reminders to customers. This way, you can easily manage ongoing business and eliminate scheduling and coordination each time you go out to provide service for that customer." kickserv.com/blog, retrieved September 2, 2026.