Daily workflow
Multi-visit jobs and packages
Handle work that takes more than one visit — several days booked up front, or a return visit scheduled after the first is done.
Owner: Dispatcher or operations managerPackagesJobsSchedule
Lesson 9 of 15
Follow-up packages
Sell a service that comes back. The return visit is booked the moment the first one's done.
Lesson 10 of 15
Scheduled-together packages
Bundle services that must happen in the same visit and schedule them as one block.
What happens
Follow this routine when your team is doing this work for real.
- 1Build a Service package (Packages in the sidebar → New package): name it, choose a mode, and list the visits — each a service and its day-gap from the previous one. This is how multi-visit work is defined; there is no ‘make this single job multi-day’ step.
- 2Two modes: Scheduled together (all visits booked up front) and Follow-up (book the first visit, the rest unlock as each completes).
- 3Book it from Jobs → New job: under ‘What are you booking?’ choose A package, then the package. Booking creates a job group.
- 4Scheduled-together booking uses a month grid showing which start days the whole sequence fits: green days are the ideal (crew free in normal hours, inside the gap window), orange are outside the window, red are overtime, grey are off or fully booked. Auto Assign jumps to the soonest green start, or click one and adjust each visit’s day and time.
- 5Follow-up booking schedules only the first visit on the normal availability picker; the rest are scheduled from the group page as each completes.
- 6The package shows as one card on Jobs — open it (Open package) to reach the group. The Days list shows every visit; each is an ordinary job with its own status, checklist and timesheet.
- 7Add or schedule the next visit from the Days-card header (Add a visit / Schedule follow-up) — the same green/orange/red availability grid and Auto Assign as booking. A follow-up is gated until the previous visit completes.
- 8Price each visit on its own job page (the Pricing card: a base charge that overrides the service price, plus an optional discount).
- 9Bill on the Billing card: Per visit gives each visit its own separate invoice (opened from its row); Combined gives one invoice for the whole package — the summed visit costs minus an optional group discount. A follow-up package is always per-visit (invoiced as each visit completes).
What this uses
The records Flowdexa connects behind the scenes.
- Deleting a package
- A group is created by booking a package, not from a single job. Deleting a package deletes it and all its scheduled visits (releasing any reserved stock). To keep a visit, open it and choose Detach first — that leaves it as a standalone job.
- Different services per visit
- A package’s visits can each be a different service (diagnose then repair). Each visit takes that service’s checklist and price, and the per-visit invoice bills each at its own service.
- The gap window
- Each package step carries a min–max day gap from the previous visit. Days inside it show green; you can still book outside it (orange) when needed. Overtime days are red but bookable; days the crew is off are greyed out.
- Billing and per-visit cost
- Per visit gives every visit its own separate invoice; Combined bills the whole package as one invoice — the summed visit costs less an optional group discount (a percent or amount). A follow-up package is always per-visit. Each visit’s cost (base charge and discount) is set on its own job page, for a standalone job or a visit in a package.
- Packages are reusable
- A Service package is a named, reusable recipe — the services in order and their gaps. Book it as often as you like; deleting a package leaves already-booked groups untouched.
- Payroll
- Because every visit is a normal job, timesheet hours split into regular and overtime per day against each person’s work schedule — more accurate than one long block spanning days.
Before you call it done
Run these checks to make sure the workflow is actually working end-to-end.
- The responsible role can complete the workflow without owner access.
- Required customer, service, schedule, resource, or payroll records are connected.
- Blocked work has a visible reason and a named next owner.
- Managers can see the status in daily operations or reports.
Next
Keep learning daily workflows
Use the workflow index when training another role or moving to the next part of daily operations.