Recurring Jobs and Projects

Automate repeat work in ArboStar instead of creating the same jobs or projects manually. Recurring tools help you schedule ongoing services, reduce missed work, and automatically generate future work based on your selected pattern.

Updated February 26, 2026

Choose the Right Option for Your Workflow

  • Recurring Jobs — for repeating individual service visits (best for routine maintenance or multi-day work)

  • Recurring Projects — for repeating entire estimates or workorders that also create new invoices (best for contracts and renewals)

Before You Begin

  • Recurring Jobs repeat specific service line items and place them on the crew schedule

  • Recurring Projects duplicate the entire project including services and create new invoices

  • You can view and manage recurring projects anytime from Schedule → Recurring List

Once you’ve decided which option fits your needs, follow the steps below to set it up.

Option 1: Create a Recurring Job (Repeating Service Visits)

Use this option when the same service needs to be completed multiple times — such as daily work, weekly maintenance, or scheduled treatments over a period of time.

Recurring Jobs allow you to repeat individual service line items and automatically create future jobs without manually scheduling each visit.

Step-by-Step:

  1. Open the Workorder Profile

  2. Select the service line item you want to repeat

  3. Click Create Job

  4. In the Recurring Job window, set:

Start Date – the first date the job begins

Repeat Type Options

One Time

Select one or multiple specific dates directly on the calendar.
Each selected date creates a separate job.

See the examples below:

Tree Risk Assessment & Light Pruning

Description:
Inspect tree structure for weak limbs and perform light pruning to reduce immediate safety risks. Follow-up visits are scheduled to monitor stability and address any new hazards.

This service requires specific return visits, such as:

  • Initial safety inspection

  • Post-weather follow-up

  • Final condition check

Tree Pest Treatment – Targeted Spray Application

Description:
Apply pest control treatment to eliminate active infestations and protect tree health during peak pest activity periods.

  • March 10, 2026 – Initial treatment to eliminate active pests

  • March 14, 2026 – Follow-up to target newly hatched insects

  • March 18, 2026 – Final preventive application

Multiple Times

Repeats the job based on a selected pattern for a specific number of occurrences.

  • The box next to “Multiple Times” is the multiplier (number of occurrences).

  • This determines how many jobs will be created.

  • Once the multiplier count is reached, the system automatically stops creating additional jobs.

You will also set:

  • Date Period (Daily, Weekly, Monthly, Yearly)

  • Every (interval between repeats)

See the examples below:

Tree Health Treatment – Pest & Fungus Control

Description:
Apply targeted treatment to control active pests and fungal growth affecting the tree’s bark and canopy. Follow-up treatment is required to fully eliminate infestation and prevent regrowth.

Certain tree treatments work in stages:

  • First visit: Initial chemical application to eliminate active pests

  • Second visit (4 days later): Follow-up treatment to kill remaining larvae or spores

Spacing the visits by 4 days ensures the treatment is effective without damaging the tree.

Deep Root Fertilization – Soil Nutrient Recovery

Description:
Inject slow-release fertilizer into the root zone to restore nutrient balance and improve tree vitality. Multiple treatments are scheduled within short intervals to ensure proper absorption and soil conditioning.

This service is structured in two weekly cycles:

  • Monday: Apply fertilizer treatment

  • Thursday: Monitor absorption and apply supplemental nutrients if needed

Repeating this pattern for 2 weeks ensures proper absorption, reduces tree stress, and supports root recovery.


Until Finish Date

Repeats the job continuously until a selected end date.

  • The box next to “Until Finish Date” is the end date.

  • The system will continue generating jobs based on the selected pattern and automatically stop once that end date is reached.

You will also set:

  • Date Period (Daily, Weekly, Monthly, Yearly)

  • Every (interval between repeats)

See the examples below:

Tree Growth Regulator (TGR) Applications

Description:
Apply growth regulator treatments to slow excessive shoot growth, reduce pruning needs, and improve overall tree structure over an extended period.

This type of treatment requires consistent follow-ups throughout the growing season to properly control growth and maintain tree health.

Phased Tree Removal with Stump Grinding & Cleanup

Description:
Remove up to five marked trees over multiple visits using safe sectioning methods. Each removal includes stump grinding, debris haul-away, and full site cleanup. Tree removals are completed early in the week, with stump grinding and cleanup performed on Thursdays.

Results: The system automatically creates future jobs and adds them to the Unscheduled sidebar in Crew Schedule, where they can be dragged onto a crew’s calendar when ready to be completed.

Option 2: Create a Recurring Project (Copy Entire Estimate or Workorder)

Recurring Projects allow you to automatically duplicate an entire Estimate or Workorder on a scheduled basis.

Unlike Recurring Jobs (which repeat service line items), Recurring Projects copy the full project — including all services, pricing, and details — and generate new project profiles based on your selected repeat settings.

This is ideal for:

  • Seasonal service programs

  • Long-term contracts

  • Promotional multi-visit packages

  • Ongoing maintenance agreements

Before You Begin

Recurring Projects can be created from either:

  • Estimate Profile → Best for flexible pricing

  • Workorder Profile → Best for fixed-price confirmed agreements

Choosing the correct profile determines how pricing and approval will be handled.

Step-by-Step:

  • Open the Estimate or Workorder Profile that you want to repeat.

  • Click the Actions button.

  • Select Copy Estimate or Copy Workorder

In the Recurring Copy window, set:

  • Status – Choose the appropriate status based on where you are creating the copy from:
If Created from the Estimate Profile

Set Status to New.

Use this when:

  • Pricing may increase due to material or labor costs

  • You need client approval for each new estimate

  • You want flexibility to adjust pricing before sending


If Created from the Workorder Profile

Set Status to Confirmed.

Use this when:

  • The client already approved a fixed-price agreement

  • You are running a promotional package

  • Pricing should remain locked for all visits


  • Start Date – the first date the next copy should be created.

Repeat Type Options

One Time Recurring Project

When to Use:
You know exactly which dates the service should occur and want to create separate estimate copies scheduled only on those days.

Example Scenario:
A client wants two specific visits this year — one at the beginning of the fertilization season and one at the end. The estimate will be created only for these dates.

Result:
✔ Creates 2 project copies — one for each selected date
✔ Each copy includes the full fertilization program
✔ Since it’s from the Estimate Profile, you can edit pricing before sending each estimate

Pricing Flexibility Example:
March 1, 2026 estimate can be set at $275
August 1, 2026 estimate can be adjusted to $290 if costs change




Multiple Times Recurring Project

When to Use:
You want a fixed number of workorder copies with the same price for a promotional or package deal.

Example Scenario:
A promotional package for repeat clients where they receive 6 tree fertilization services (spring & fall) at a guaranteed flat price.

Result:
✔ Creates 6 project copies:
→ March 2026
→ September 2026
→ March 2027
→ September 2027
→ March 2028
→ September 2028
✔ Stops after the 6th copy
✔ Pricing stays the same across all copies

Promotional Pricing Example:
$250 per visit × 6 visits = $1,500 total package
Client already confirmed — no price changes



Until Finished Date Recurring Project

When to Use:
You want projects repeated every service cycle until a set contract end date, with the option to update pricing if needed.

Example Scenario:

A Fire Blight prevention program for a crabapple tree requiring a yearly trunk spray in early spring. Because this is created from the Estimate Profile, each new estimate copy can be reviewed and adjusted before being sent for approval if material or labor costs change.

Result:

✔ Creates project copies on:
→ March 2, 2026
→ March 2, 2027
→ March 2, 2028

✔ Stops automatically once December 31, 2028 is reached
✔ Allows pricing updates before sending each new estimate copy

Pricing Example:

2026 spray: $225
2027 chemical cost increases → adjust to $245
2028 pricing updated again if necessary

Results: The system automatically creates project copies on your selected schedule, carries over all services and pricing, generates separate billable projects, and stops once the set count or end date is reached.

If the recurring setup is deleted, the system will immediately stop generating future project copies (existing copies will remain).

You can manage recurring projects under Schedule → Recurring List. Use the yellow funnel filter button to filter the list by project type (Estimate or Workorder) and by available project statuses.