Set up and manage recurring visit schedules

NestWatch separates two distinct concepts: a recurring rule and an inspection record. A recurring rule is the standing instruction — it holds the cadence, the property, and the next-due date, and it lives in Recurring schedules. An inspection record is the individual visit that the rule generates each cycle — it appears on your calendar, in Start My Day, and on the property page. The rule generates records; records are what you open and run on-site. You never create individual visits for a recurring property — the rule does that for you.

The Recurring schedules manager

Open Inspections from the sidebar, then click Recurring schedules. This is the central manager for all recurring rules across your portfolio. Every active and paused rule is available here — one row per rule.

Use the search bar to find a rule by property name, address, or city. The filter bar lets you narrow by property, status (Active or Paused), and cadence. Sort by next visit soonest, Property A–Z, or recently updated. Sorting and filters combine, so you can, for example, list only paused monthly rules ordered by property.

Create a recurring rule

1. Open Inspections from the sidebar and click Recurring schedules.
2. Click New recurring schedule.
3. Pick the property, choose the cadence, set the start date, and optionally assign a checklist template.
4. Click Create. The rule is saved and the first inspection record lands on the date you set. Future records are generated automatically on each cycle.

Cadence options

• Weekly: a visit every 7 days, anchored to the day of the week you set.
• Bi-weekly: a visit every 14 days on the same weekday.
• Monthly: a visit once a month on the same calendar day. If the anchor day doesn't exist in a given month (say, the 31st), the visit falls on the last day of that month.
• Custom: any other interval, such as every 3 weeks or every 2 months. Pick the unit (weeks or months) and how many units between visits.

Skip visits when a home is occupied

If you track occupancy on a property, you can tell the rule to skip generating an inspection record while the home is occupied. Turn on Skip when occupied on the rule, and any record that would land inside an occupied period is skipped automatically. The rule picks back up as soon as the home is vacant again.

Where generated visits appear

When a recurring rule fires, it creates an inspection record that surfaces in four places:

• Inspections list (default tab): the generated visit appears in the main Inspections list just like any manually created inspection. Search or filter by status, property, or visit type to find it.
• Calendar: open Scheduling from the sidebar to see generated visits across all properties. Move between month, week, and day views to plan the work by date.
• Start My Day: any visit scheduled for today appears automatically in your day plan as a stop. Open Start My Day from the sidebar and all of today's visits are already listed.
• Property page: the recurring schedule card on the property page shows the rule's cadence, next visit date, and status. The property's visit history and upcoming section also reflect generated records.

Active and paused rules

Each rule in Recurring schedules shows a status badge: Active (generating visits on schedule) or Paused (temporarily halted). From the actions menu on any row, choose Pause schedule to stop the rule without cancelling it. Resume schedule turns the rule back on and keeps its saved next visit date. If that date passed while the rule was paused, NestWatch creates the overdue inspection on the next scheduler run, then advances the rule. The rule's cadence, history, and property link are all preserved while paused.

Edit a rule's cadence or date

Open the actions menu on a rule in Recurring schedules and choose Edit schedule (or use Edit on the property's recurring schedule card). You can change the cadence, the next visit date, the anchor day or weekday, the visit time, the checklist template, and occupancy behavior. Inspection records already on your calendar are kept; only future record generation changes.

Cancel a rule

Open the actions menu on the rule in Recurring schedules and choose Cancel schedule, then confirm. Cancelling the rule stops all future visit generation. Inspection records already created (whether completed or still upcoming) are not removed — handle them individually if needed.

The property page schedule card

Each property page also shows its recurring rule in the Recurring Schedule card. This card is a view into the same rule that lives in Recurring schedules — changes made here are reflected there and vice versa. The card keeps its concise property-level controls, including inherited occupancy behavior.