Recurring Service Requests Overview

If you’ve ever managed recurring maintenance the “old way,” you know the drill: a scribbled note on a desk calendar, a phone reminder that goes off at the worst possible time, or a last-minute “Hey, did this get done?” from your manager. That last one is the worst!

It’s not that the work is particularly difficult, but keeping track of it all definitely can be. Recurring Service Requests were built to take that mental load off your plate. This article walks through how the feature works, why it’s worth using, and how to set it up in a way that actually makes your day-to-day easier.

What are Recurring Service Requests?

Recurring Service Requests allow you to schedule and manage repeat maintenance tasks without having to recreate them every time.

Instead of manually logging the same work over and over, you can:

• Set a schedule (weekly, monthly, quarterly, etc.)
• Define the scope once
• Automatically generate work at the right time

Even better, the updated experience introduces:

• Simplified setup
• More flexible scheduling
• The ability to schedule across multiple properties at once

How it works (the basics)

At a high level, Recurring Service Requests follow a simple flow:

1. Create a recurring request
   • Define the task (e.g., filter changes, inspections, common area upkeep)
   • Set frequency (weekly, monthly, quarterly, etc.)
2. Choose where it applies
   • Assign to one or multiple properties
   • Select units, buildings, or common areas as needed
3. Set scheduling rules
   • Determine when requests should generate
   • Align timing with your team’s workflow
4. Automatic request creation
   • The system generates service requests based on your schedule
   • Your team executes them like any standard work order

No more manual entry. No more missed tasks.

Why teams use this feature

Consistency without effort

Recurring work actually happens—on time, every time—without someone needing to remember it.

Less administrative overhead

Set it once, and you’re done. No duplicate data entry or re-creating requests.

Better visibility and planning

You can see what’s coming up and plan labor, vendors, and materials accordingly.

Scales across properties

For multi-property teams, the ability to apply schedules broadly is a game changer.

Getting the most out of it

This feature really shines when it’s planned intentionally, not just used reactively.

Here’s how to level it up:

Plan your recurring work as a team

Sit down with your Property Manager and Regional Manager to map out:

• Weekly tasks (trash areas, amenity checks)
• Monthly tasks (filter replacements, safety checks)
• Quarterly tasks (preventative maintenance, inspections)
• Semi-annual tasks (deep cleans, system servicing)

This turns recurring work from “things we try to remember” into a structured operational plan.

Standardize what “done” looks like

Define expectations clearly when creating the request:

• What exactly needs to be completed?
• Are there checklists or photos required?
• Should vendors be involved?

The clearer the setup, the smoother execution will be.

Use it to reduce fire drills

A lot of “urgent” work isn’t actually urgent—it’s just overdue.

By scheduling proactively, you:

• Prevent issues before they escalate
• Reduce last-minute scrambling
• Create a more predictable workload for your team

When should you use Recurring Service Requests?

If you find yourself:

• Recreating the same work orders over and over
• Relying on memory or reminders
• Getting follow-ups from leadership about missed tasks

…it’s time to switch.