The decision
You're submitting a required-service quote (a cleanup, leaf removal, or deep pool cleaning) that's blocking a customer's recurring mowing or pool cleaning. The quote asks for two dates: the cleanup date, and the date the blocked jobs move to. Both are yours to set. What happens to the recurring service after that depends on what the customer does with the quote, not on your dates.
If this, then that
- A date change alone never cancels anything.
- While the quote is still waiting on your customer, you can change its date yourself: menu (three lines, top left) > "Customer Search" > your customer > "Required [service]" > "Update Required Service," pick the new date under "What day would you like to schedule the service?," then tap "Submit." The change notifies no one.
- Customer declines or lets the quote expire → the recurring service is cancelled entirely — their decision, not your date choice.
- Customer approves → the next mow moves to the cleanup day. The date you moved the jobs to holds only while the quote is pending. Check the next job's date and reschedule it if you need a different day. For pool cleaning, the next cleaning is one cycle after the cleanup date.
- Sending a new quote cancels only an approved quote for the same service. A quote that's still waiting on your customer stays open next to the new one.
What you need to know
- Required-service quote flow — where you set the cleanup date and the date the blocked jobs move to. The app keeps the cleanup date at least 3 business days out so your customer has time to approve the quote. Pick the earliest date it lets you choose.
- "When should these jobs be rescheduled to?" screen — shown on a first-time required-service quote; the date can be on or after the cleanup date (the same day works), not earlier.
What to do
- On the job, tap "View Job Details," then the three dots next to the service.
- Under "Cleanup issue," tap "Property requires a quote for cleanup."
- Fill in the work, price, and photos. Under "What day would you like to schedule the service?," pick the cleanup date, then tap "Next."
- Under "Which jobs cannot be completed?," check the jobs, and under "When should these jobs be rescheduled to?," pick a date on or after the cleanup date (the same day works).
- Tap "Submit." The customer decides whether to approve it.
If something goes wrong
Recurring service disappeared? Check your schedule on the date you picked for the jobs to move to. If the job isn't there either, your customer turned down the cleanup quote or let it expire, and that cancels their recurring service. There's nothing you need to do. Statuses: "Pending Customer Approval" (your customer hasn't decided), "Approved" (the cleanup goes on your schedule), "Turned Down" and "Expired" (the recurring service is cancelled).
Sent a new quote and the old one is still there? That's expected: a new quote cancels only an approved quote for the same service, and a quote that's still waiting stays open next to the new one. To change a pending quote, use "Update Required Service."
If the customer approves, check the next job's date. If they decline or let the quote expire, the recurring service is cancelled.
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