Overview 

A recurring plan repeats automatically on a daily, weekly, or monthly schedule, so you set it up once instead of recreating the same work over and over. When creating the plan you choose a repeat frequency and define how often and on which days it recurs. This is ideal for routine coverage—regular store visits or standing checks—where the same plan should appear on a predictable cadence. 

Before You Start

You need access to the Plans area and permission to create plans. Decide on the repeat pattern you need—daily, weekly, or monthly—and the interval and days before you start. 

How to Create a Recurring Plan

1. In the left navigation menu of FieldPie, select Plans. 

2. Click the Create New Schedule icon, then scroll to the bottom of the form and select one of the Repeat options. 

3. Select Daily, Weekly, or Monthly from the Repeat options. 

4. Fill in the Repeat Every and Repeat On options. 

5. Click Save to create the recurring plan. 

Tips and Things to Know

• Use recurring plans for routine, predictable work to save setup time. 

• Repeat Every sets the interval; Repeat On sets which days it lands. 

• Weekly and monthly patterns are great for regular store coverage. 

• Combine with a form so every recurrence carries the right paperwork. 

Frequently Asked Questions