Workiz recurring jobs, explained: setup, what you can't change later, and where they stop short of a maintenance agreement

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

• Every step, limit and tier gate on this page comes from Workiz's own help center or pricing page, fetched on September 2, 2026, with links at the bottom.
• I build Deepsel, a maintenance-agreement tool that runs beside Workiz. That's relevant to exactly one section of this page, and it's labeled.

Workiz recurring jobs are a scheduling feature included on Standard, Pro and Ultimate, verified September 2, 2026. You set a frequency, an end rule and how far ahead each job is created, and Workiz puts real, assignable jobs on the calendar. The series holds no plan price, no card charge, no renewal date and no count of visits owed.

That last sentence is the reason this page exists. The rest is the setup, the edit rules, the three billing paths, and the point where a recurring job stops being enough for an agreement customer.

Which Workiz plans include recurring jobs?

All three. On Workiz's pricing page, "Recurring jobs" sits in the Fundamentals section of the plan comparison with a check mark under Standard, Pro and Ultimate.¹ No add-on, nothing to ask about on the demo. Service plans are a different matter: that line appears only under Ultimate, in the "Everything in Pro, plus" list, and all three tiers say "Request pricing."¹ What Workiz last charged for each tier is on the Workiz pricing page.

One number does change by tier and matters here. Workiz caps automation rules at 5 on Standard, 10 on Pro and 30 on Ultimate.¹ Recurring jobs lean on automations for anything client-facing (a reminder before each visit, a nudge on an unpaid invoice), so a shop on Standard spends its five rules carefully.

Workiz's glossary describes the feature in one line: recurring jobs "allow you to easily represent ongoing work with specific customers on your Workiz account."⁵ Represent is the right word. The series represents the work. It doesn't run the money side of it.

How to create a recurring job in Workiz

A recurring job starts as a brand-new job. The help center is blunt about it: "In order to create a recurring job, you will need to create a new job. You cannot create a recurring job from an existing job."² So when a customer who's had three one-off tune-ups asks for a standing schedule, you build a fourth job from scratch and make that one the series. Here's the setup, using Workiz's own field names.²

1. From the sidebar menu, select Create new, then Job. Fill in the client details, service location and job details the way you would for any job.²
2. In the Scheduled section, select Set recurring schedule. This is the only place the option lives. Workiz's article on creating jobs in the mobile app walks through a job schedule step and never mentions a recurring option, so build the series on the web.^{2, 13}
3. Pick the frequency. The first field in the schedule builder (labeled Daily in Workiz's screenshot) is how often the job repeats.²
4. Set Jobs Stop. Choose whether the series ends "after a specific number of jobs or on a specific date."² Two visits for a one-year agreement is "after 2 jobs." An open-ended monthly filter route is a date years out.
5. Set Create jobs. Enter "the number of days ahead of schedule that you want the recurring job to be created."² That's how far in advance each occurrence shows up as a real job on the schedule and in the Jobs list. Give your dispatcher enough runway to see the visit coming, and give any reminder automation time to fire.
6. Select Save, then Submit. The job page now shows a Recurring Schedule section further down, listing every occurrence in the series.²

Each occurrence is a normal Workiz job: a date, a time, a length, an assignable tech, its own invoice, and your automation rules. Workiz's own Service Plans add-on, by contrast, drops visits that "will simply serve as placeholders on your schedule" until each one is converted into a job.¹⁴ When the schedule really is fixed, recurring jobs are the good version of the feature.

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

The frequency, no. The five things on Workiz's short list, yes, and in bulk. Start with the rule that trips people up:

"After creating a recurring job, you will not be able to edit the frequency of those jobs. For example, after creating a recurring job on a weekly schedule, you will not be able to change it to monthly or daily. To make changes to a recurring schedule, you will have to delete it and recreate it from scratch."²

One customer moving from quarterly to twice a year is a delete and a rebuild. Fifty agreement customers renewing into a new tier next spring is fifty of them, each from a blank job form.

Within a series, Workiz will push a change to every future job at once. The bulk-edit article lists exactly what qualifies: "Client details, Job details, Job status, Job schedule (date, hour, and length), Technician." Then the boundary: "Any changes not listed above will only be applied to the single job and cannot be applied in bulk."³ The flow is to open a job on the schedule, make the change, select Save, and answer Yes when Workiz asks whether to apply it to all future jobs in the series.³ Anything off that list (line items, for instance) changes one job at a time.

Ending a series has two paths. To skip one visit, open that job and change its status to Canceled.⁴ To stop the series, open any job in it, scroll to Recurring schedule on the Details tab, open the first occurrence that shouldn't happen, then select Actions, Delete job, and confirm "Yes, delete this and all future occurrences."⁴ Earlier jobs stay. Note the asymmetry: a canceled job leaves a record and counts toward the job cancellation rate Workiz tracks,¹² and a deleted one leaves nothing. Decide once, as a policy, which one a skipped tune-up should be.

How Workiz recurring jobs bill

Per job, after the work. A recurring job carries no plan price and no billing schedule of its own; each occurrence is invoiced like any other job. Workiz gives you three ways to take the manual work out of that. None of them is a prepaid plan.

• Automatic Invoicing, per client. From the Clients tab, open the client and select Turn On Auto-Invoicing, then choose daily, weekly, monthly or annually and a send time. Workiz then sends "a batch invoice for all 'Done' jobs that haven't been paid" on that cadence. The help center calls it "especially handy for recurring jobs."⁶ A commercial account on a monthly filter route gets one invoice a month instead of one per visit.
• An automation that creates the invoice when the job is done. With the Automations feature on, the "Create invoice / Immediately" template builds an invoice from the job's line items the moment the job hits the status you pick. If the job had no line items, "a blank invoice will be created."⁸ So put the tune-up line item on the job when you build the series.
• A card on file. With Workiz Pay enabled, you or the client can save a card from the client profile: Payment methods, then Add card or Request card. A request link expires after five days and you can send 20 a day.⁹ Once saved, the card "will be available for future use on jobs, estimates, and invoices."¹⁰

Here's the gap. Available for use means someone in the office picks the saved card and charges it. I read every article above looking for a setting that charges a saved card on its own when a recurring job closes, and it isn't there. The only automatic charging Workiz documents belongs to Service Plans, where the client's card "will be saved on file and automatically charged for future payments for this plan."¹⁵ The Invoices FAQ says the same thing from the other side: "You can create recurring invoices by using Service Plans."⁷ Failed cards follow the same split. Service Plans email you and the client when a card fails;¹⁵ for a recurring job there's nothing to document, because nothing was charged in the first place. When a card fails, nobody really has a system. Here there isn't even a card being tried.

Give the automations their due, though. The built-in templates cover "Notify your team and clients before an appointment," follow-ups on overdue invoices, and a coupon nudge to "remind your clients about potential jobs that require ongoing maintenance," and rules can be limited by client tag, job type or service area.¹¹ A home-service owner who switched over from Housecall Pro wrote in April 2025: "their automations? Lifesaver. I don't have to send reminders manually or follow up on invoices."¹⁶ One caveat from the same article: if the card paying your own Workiz subscription fails, "your automation rules will be temporarily disabled."¹¹

Recurring jobs vs a maintenance agreement in Workiz

A maintenance agreement is a different object from a repeating job: the customer paid for a plan year with two tune-ups, a repair discount and a renewal at the end. A recurring job holds the visits and nothing else.

Neither column produces the number that decides whether a renewal is a fair ask: visits paid for against visits delivered, per member, with a warning before the plan year ends. That's the ledger. The Workiz service plans page goes through the Ultimate add-on in detail. The short version is that it fixes the billing column and leaves the visit column to you.

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

Enough, in my experience, for three kinds of work:

• A monthly filter route for commercial accounts billed per visit or through Automatic Invoicing. Same interval, same tech, and the customer expects the visit without being asked.
• Fixed-interval commercial PM under a contract you invoice separately, like quarterly rooftop-unit checks. The series is the calendar; the signed contract is the agreement.
• Lawn, pest and pool routes where the service is identical every time and the customer pays per service.

Not enough for the residential agreement book:

• A prepaid plan year. The customer paid in March for two visits. A recurring job with Jobs Stop after 2 puts two dates on the calendar and has no idea money changed hands, and once the fall visit has been moved twice it can't tell you whether one is still owed.
• Seasonal tune-ups the member has to book. Spring and fall visits don't land on a fixed date; the homeowner picks a week. A recurring job assigns a date nobody agreed to, so the office still calls everyone who's due, and there's no self-serve booking link in the series.
• Renewals. A series ends after N jobs or on a date, quietly.² Nothing emails the customer 30 days out, nothing charges a card, and no report lists last month's lapsed agreements. You find out on the next no-cool call, when the customer expects the member rate.
• Tier changes. Upgrading a member from two visits a year to four means deleting the series and rebuilding it.²

The workaround shops on Standard and Pro run

If service plans aren't in your tier (a pressure-washing owner's verdict in May 2025: "Workiz is useless under the ultimate tier (no custom documents, API, Zapier, or service plans)"¹⁷), the standard workaround has three parts. It's the same shape as the Jobber version, with different menus.

1. One recurring job per agreement customer, with Jobs Stop set to the plan's visit count and the tune-up line item already on the job. Set Create jobs to 30 or 45 days so the "notify clients before an appointment" automation has room to fire.^{2, 11}
2. A client tag for the tier, so your automations can target agreement customers only (rules can be limited by client tag¹¹) and so the Clients list filters down to members when you need to call who's due.
3. A spreadsheet for everything the series can't hold: plan price, paid date, renewal date, visits owed, visits delivered, card status, equipment. The free tracking spreadsheet has those columns and a visits-at-risk filter. Why those fields and not more is in how to track HVAC maintenance agreements.

Two habits keep it honest. For a visit the member hasn't booked yet, some shops create an unscheduled job instead of a dated one: with the Scheduled toggle off it waits in the unscheduled side pane, and you drag it onto the calendar when the member calls.¹² And when a member cancels a visit, update the sheet the same day. The series won't.

Running the agreement ledger beside Workiz

This is the part I have a product in, so weigh it accordingly. Deepsel is agreement software that runs beside Workiz on any tier. Keep your recurring jobs for what they do well, which is the calendar, and give the agreement itself a place to live.

There's no Workiz integration, and I'd rather say so than imply one. You upload a Workiz client export or the spreadsheet from the section above, and Deepsel holds the ledger: plan and tier, covered equipment by model and serial, filter sizes off a nameplate photo, card on file, renewal date, and visits owed vs delivered per unit. It charges renewals on the saved card, retries a failed card, and flags the ones that stay failed. Each spring and fall it emails every member who's due (texts with a self-serve booking link on Pro) a reminder that carries your Workiz online-booking link or your office number. Your dispatcher then creates the Workiz job the way they'd create any other. Before a paid visit expires unused, you and the member both get warned.¹⁸

Starter is $79 a month with unlimited users. Pro is $159 a month and is coming soon; Starter is live. No percentage is taken on membership revenue, and the trial is 14 days with no card.¹⁸ If the only reason you're pricing Ultimate is service plans, put $79 next to your Standard or Pro quote first. Plan details are on the pricing page, and the cross-platform picture is in the best HVAC maintenance agreement software roundup.

Frequently asked questions

Does Workiz have recurring jobs?

Yes, on every tier. As of September 2, 2026, the pricing page lists Recurring jobs in the Fundamentals section with a check mark under Standard, Pro and Ultimate.¹ You set a frequency, an end rule (after a number of jobs or on a date) and how many days ahead each job should be created, and Workiz generates real, assignable jobs on that schedule.²

How do I create a recurring job in Workiz?

Start a new job from Create new, then Job in the sidebar. Fill in the client details, service location and job details, then in the Scheduled section select Set recurring schedule. Choose the frequency, set Jobs Stop to end after a number of jobs or on a date, enter under Create jobs how many days ahead each occurrence should be created, select Save, then Submit.² You can't turn an existing job into a recurring one; the series has to start as a new job.²

Can I change the frequency of a recurring job in Workiz?

No. The help center says that after creating a recurring job you won't be able to edit its frequency, and that changing a recurring schedule means deleting it and recreating it from scratch.² You can push other changes to all future jobs in the series: client details, job details, job status, the job schedule (date, hour and length) and the assigned technician.³

How do I stop or delete a recurring job in Workiz?

To skip one visit, open that job and change its status to Canceled. To end the series, open any job in it, scroll to Recurring schedule on the Details tab, open the first occurrence that should no longer happen, select Actions, then Delete job, and confirm "Yes, delete this and all future occurrences."⁴ Earlier jobs in the series are kept.

Do Workiz recurring jobs bill automatically?

Not on their own. Each occurrence is a normal job with its own invoice. Workiz can batch unpaid Done jobs into one invoice per client on a daily, weekly, monthly or annual cadence,⁶ and an automation rule can create an invoice the moment a job is done.⁸ Nothing in the help center charges a saved card automatically for a recurring job; the only automatic recurring charge Workiz documents is the Service Plans add-on on Ultimate.^{7, 15}

Can I create recurring jobs in the Workiz mobile app?

The help center documents recurring schedules only in the web app's job form, under the Scheduled section.² Its article on creating jobs in the mobile app walks through a job schedule step and doesn't mention a recurring option.¹³ Build the series on the web and manage the individual jobs from the app.

Are Workiz recurring jobs the same as service plans?

No. Recurring jobs are a scheduling feature on every tier: real jobs on a fixed cadence, billed one at a time. Service Plans is an Ultimate-only add-on¹ that sells a plan with a duration, a number of visits and a billing schedule, charges a saved card automatically, and drops each visit on the schedule as a placeholder you convert into a job.^{14, 15} Neither one counts visits owed against visits delivered per member.

How do shops on Workiz track maintenance agreements?

On Standard and Pro, the common setup is one recurring job per agreement customer, a client tag for the tier, and a spreadsheet for the plan price, renewal date and visits owed vs delivered. On Ultimate, the Service Plans add-on handles billing and a reconciliation sheet handles the visits. Either way, some shops run an agreement ledger tool beside Workiz that holds the plan, the card, the renewal date and the visit count, and sends seasonal booking reminders. The methods are compared in how to track HVAC maintenance agreements.

Sources

1. Workiz pricing page: the "Compare plans & features" table lists "Recurring jobs" under Fundamentals with a check icon in the Standard, Pro and Ultimate columns (confirmed in the page's HTML, where the recurring_jobs row carries three "check" cells); Standard, Pro and Ultimate all "Request pricing"; "Total of 5 Automations" on Standard, "A total of 10 Automations" on Pro, "A total of 30 Automations" on Ultimate; "Service plans" and "Equipment tracking" listed under Ultimate's "Everything in Pro, plus." workiz.com/pricing-plans, retrieved September 2, 2026.
2. Workiz help center, "How to create recurring jobs": "In order to create a recurring job, you will need to create a new job. You cannot create a recurring job from an existing job"; steps Create new > Job, then "From the Scheduled section, select Set recurring schedule"; schedule fields "Daily: Choose the frequency for this recurring job as desired," "Jobs Stop: Choose whether you want this recurring schedule to end after a specific number of jobs or on a specific date," "Create jobs: Enter the number of days ahead of schedule that you want the recurring job to be created"; "After creating a recurring job, you will not be able to edit the frequency of those jobs... To make changes to a recurring schedule, you will have to delete it and recreate it from scratch"; the Recurring Schedule section on the job page. help.workiz.com, retrieved September 2, 2026.
3. Workiz help center, "Applying bulk edits to recurring jobs": "Changes that can be applied in bulk include: Client details, Job details, Job status, Job schedule (date, hour, and length), Technician. Any changes not listed above will only be applied to the single job and cannot be applied in bulk"; open a job on the schedule, make the change, Save, "Select Yes to apply this change to all future jobs within this recurring schedule." Marked "Updated 2 years ago." help.workiz.com, retrieved September 2, 2026.
4. Workiz help center, "Deleting recurring jobs": "To cancel a single job on a recurring schedule, simply open the job you want to cancel and change the status to Canceled"; to delete all future jobs, open a job on the schedule, Details tab > Recurring schedule, open "the first job that will no longer be taking place," Actions > Delete job, "Select Yes, delete this and all future occurrences." help.workiz.com, retrieved September 2, 2026.
5. Workiz help center, "Workiz glossary": "Recurring jobs: A feature in the job creation page, recurring jobs allow you to easily represent ongoing work with specific customers on your Workiz account"; "Service Plans: Available in the Marketplace, this add-on allows you to easily manage recurring work by enrolling clients in service agreements." help.workiz.com, retrieved September 2, 2026.
6. Workiz help center, "Turn hours of work into just a few clicks with Automatic Invoicing": "a batch invoice for all 'Done' jobs that haven't been paid is automatically created and sent at a time of your choosing. This is especially handy for recurring jobs"; setup from the Clients tab > client > "Turn On Auto-Invoicing," then "daily, weekly, monthly, or annually" and a send date and time. help.workiz.com, retrieved September 2, 2026.
7. Workiz help center, "Invoices FAQ," under "Can I create recurring invoices?": "You can create recurring invoices by using Service Plans. Service plans can be set up to automatically create invoices and collect payments as frequently as every two months." help.workiz.com, retrieved September 2, 2026.
8. Workiz help center, "Automatically creating invoices when jobs are done": requires the Workiz Automations feature; Automations > Actions > "Create invoice / Immediately" template; trigger status and extra conditions are customizable; "The line items on the invoice will be sourced from the line items you previously added to the job. If the job did not have line items when the rule was triggered, a blank invoice will be created." help.workiz.com, retrieved September 2, 2026.
9. Workiz help center, "How to add a card on file for clients": Workiz Pay required; from the client profile, Payment methods > + > "Add card" or "Request card"; "Any request you send to a client to save a card on file will expire five days after the request is sent"; "You can only send 20 requests per day"; cards can also be saved when entering a manual payment, from the client portal, or when enrolling a client in a service plan. help.workiz.com, retrieved September 2, 2026.
10. Workiz help center, "Managing client details, history, and files," Payment methods section: "After saving, their card will be available for future use on jobs, estimates, and invoices." help.workiz.com, retrieved September 2, 2026.
11. Workiz help center, "Automate your essential business tasks with Workiz Automations": example rules "Notify your team and clients before an appointment," "Follow up with clients with overdue invoices," "Send coupons to retain existing clients... Remind your clients about potential jobs that require ongoing maintenance"; requests can be limited "based on a number of different factors, such as client tags, job type, and service areas"; "In the event of a payment failure with the card used for your subscription, your automation rules will be temporarily disabled." help.workiz.com, retrieved September 2, 2026.
12. Workiz help center, "Creating unscheduled jobs": Create new > Job, "Turn the Scheduled toggle switch off"; the schedule's unscheduled-jobs side pane and drag-and-drop; the note that leads can be marked lost "without impacting your job cancellation rate." help.workiz.com, retrieved September 2, 2026.
13. Workiz help center, "Creating new jobs in the mobile app": the mobile job form's steps include "Job schedule"; the article contains no recurring-schedule option. help.workiz.com, retrieved September 2, 2026.
14. Workiz help center, "Managing recurring work with Service Plans": templates define "plan durations, the number of visits per plan, and the specific billing options"; subscription statuses "Pending approval, Active, Declined, Expires soon, Expired"; the client profile's Visits tab shows "which visits have been converted into jobs"; "Before converting them into jobs, visits will simply serve as placeholders on your schedule. You will not be able to make changes or assign techs to these visits until after you convert them into jobs"; the default 14-day reminder so "your client knows to contact you to book a specific time and day for the job." help.workiz.com, retrieved September 2, 2026.
15. Workiz help center, "Collecting payments for service plans": for a recurring payment request, "The card will be saved on file and automatically charged for future payments for this plan"; "If the card on file for auto-recurring payments fails, an email notification will be sent to both you and your client. Your client will be provided with a link to the client portal, where they can provide a new card for payment." help.workiz.com, retrieved September 2, 2026.
16. r/smallbusiness, comment on "Housecall Pro vs. Workiz, which one do you prefer for home services?", April 2, 2025, from an owner who "started with Housecall Pro" and "switched to Workiz": "their automations? Lifesaver. I don't have to send reminders manually or follow up on invoices." reddit.com.
17. r/pressurewashing, "What FSM/CRM do you use? (Markate Sucks)," May 18, 2025: "Workiz is useless under the ultimate tier (no custom documents, API, Zapier, or service plans)." reddit.com.
18. Deepsel pricing: Starter $79/month with unlimited users (auto-charge with card on file, retries and failed-payment flags, booking reminder emails, visit tracking, equipment records); Pro $159/month, coming soon (reminder texts with a self-serve booking link, sync with Jobber and Housecall Pro); 14-day free trial, no card, no percentage of membership revenue. usedeepsel.com/pricing.