Project vs one-off job vs recurring visit

Use a one-off job for a defined piece of work, a project for work that needs an ongoing delivery record, and a recurring visit for a service that repeats. The choice should preserve scope and costs without duplicating the customer’s history.

Explore the wider projects and job delivery guides for the steps around this decision.

Choose the work record

Work shape	Useful record	What must remain visible
Single agreed visit	One-off job	Scope, date, completion and billing
Several stages or visits	Project	Overall scope, open stages, extras and costs
Regular service	Recurring visits	Repeat rule, visit outcome and payment position

These are practical distinctions within the product boundary. Verify exact status and scheduling behaviour in the current app.

Example: one customer, three needs

An illustrative customer has a single gutter-clearing job, a planting project over several visits and fortnightly garden maintenance. They share customer context but not the same completion condition. Finishing a maintenance visit should not close the planting project.

Avoid creating a new customer for every work type. Equally, do not squeeze a changing project into an undifferentiated repeat note merely because its crew will return.

Check the money hand-off

Decide what the office needs to invoice each work type. Preserve agreed scope, any confirmed extra and the relevant field evidence. Keep deposits or stage payments identifiable against their proper invoice/work references.

JobDiary includes all three work shapes in the full CRM. JobRound is centred on recurring visits and excludes the wider quote, invoice, project and profit surface. Choose the record that matches the work, then test how its completion and cost information reaches the office.

Connect this to the next step

Continue with What should a job completion checklist include?. If the next issue is elsewhere in the workflow, use How to calculate profit on a trades job.

See the JobDiary product tour to check how the product supports this work. Use the current product description and a trial to verify the fit for your business.