Guide pillar ยท Running the round
Recurring work inside the CRM: keep the next step clear.
Keep repeat visits connected to customers, crews, weather decisions and payment records. Recurring work is one part of the wider business, alongside enquiries and quoted projects.
- How to manage regular customers and one-off projects together
- Why repeat visits go missing after a disrupted day
- How to organise a lawn-mowing round alongside one-off jobs
- When does a recurring customer stop being profitable?
- When is a round app enough and when do you need a full CRM?
- How to change recurring visits for the winter season
- How to split a recurring round across two vans
- Weekly vs fortnightly mowing contracts: crew capacity and job margin
Most useful first
How to manage regular customers and one-off projects together
Manage recurring and one-off jobs together by reserving capacity for repeat commitments and assessing new work against the remaining people, equipment...
Read the guideWhat do you need to sort?
How to organise a lawn-mowing round alongside one-off jobs
A practical checklist, example or decision framework.
How to organise a lawn-mowing round alongside one-off jobsHow to split a recurring round across two vans
A practical checklist, example or decision framework.
How to split a recurring round across two vansWeekly vs fortnightly mowing contracts: crew capacity and job margin
A practical checklist, example or decision framework.
Weekly vs fortnightly mowing contracts: crew capacity and job margin
All running the round guides
- How to manage regular customers and one-off projects togetherManage recurring and one-off jobs together by reserving capacity for repeat commitments and assessing new work against the remaining people, equipment...
- Why repeat visits go missing after a disrupted dayRepeat visits disappear after disruption when deferred work loses its next action, is marked complete incorrectly or is duplicated under a new booking.
- How to organise a lawn-mowing round alongside one-off jobsOrganise a mowing round as a visible set of repeat visits, with room for one-off work and disrupted days.
- When does a recurring customer stop being profitable?Review a recurring customer's profitability using the actual cost of serving their visits, not just the amount collected.
- When is a round app enough and when do you need a full CRM?A round app can be enough when regular visits and simple payment memory are the central need.
- How to change recurring visits for the winter seasonChange recurring visits for the winter season by confirming the service arrangement, updating the schedule and checking the first affected dates.
- How to split a recurring round across two vansSplit a recurring round across two vans by considering capacity, service requirements, access and equipment, then assigning visits visibly.
- Weekly vs fortnightly mowing contracts: crew capacity and job marginFor lawn-care business owners: compare recurring mowing contracts by crew hours, travel costs, schedule capacity and margin per customer.
Keep these steps connected in the business.
JobDiary brings leads, quotes, customers, jobs, projects, crews, invoices, payments and job profit into one operational record. Check the product tour and trial against your own work.
See how it works| Time | Job | Status |
|---|---|---|
| 08:30 | 7 The GreenMow, edge, hedge | Done |
| 09:15 | 23 Seabury DriveMow, weed | Done |
| 10:00 | 9 Brookfield LawnMow, feed | In progress |
| 11:05 | 12 Castle ParkMow, hedge rear | Next |
| 12:00 | 31 Church RoadMow | Scheduled |
| 13:15 | 18 The RiseMow, edge, bins out | Scheduled |
Product screens use demonstration data.
The problem usually starts earlier
Getting paid
Reminders, invoices and part-payments.
See getting paid guidesPricing the work
Rates, quotes and price books.
See pricing the work guidesPaper to phone
Switching without losing jobs.
See paper to phone guidesSmall crews
Vans, hours and handovers.
See small crews guidesChoosing software
Fit, costs, alternatives and the limits.
See choosing software guidesLeads and customers
Enquiries, follow-up and customer history.
See leads and customers guidesScheduling
Crew capacity, dispatch and changed plans.
See scheduling guidesProjects and delivery
Scope, stages, extras and completion.
See projects and delivery guidesJob costs and profit
Labour, materials, margins and unbilled work.
See job costs and profit guidesBusiness records
Access, offline work, equipment and data.
See business records guidesBy trade
Practical records for different kinds of work.
See by trade guides
