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A recurring service is a repeating commitment for one customer, like monthly window cleaning or a quarterly pressure wash. ShineCRM tracks each one’s cadence, when it was last done, and when it’s due next. Recurring services are owner/admin only, under Recurring services in the sidebar.

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The list

Recurring services group by customer (the default) or by service, and sort by next due date, name, or status. For a given customer, you can multi-select several of their services and turn them into a single job in one step.

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A recurring service’s page

Open one to see:
  • Its items, each with a cadence and a next-due date
  • Linked upcoming and past jobs
  • The completed visits so far, drawn from jobs you’ve finished
  • Pause, Resume, and Cancel actions
Cancelling a recurring service stops future visits. The customer will not be billed for visits that haven’t happened yet.

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Create a recurring service

From New recurring service you have two paths:
  • Save as active. Sets it up immediately, no customer approval needed. Use this when the customer has already agreed.
  • Send for approval. Creates a draft estimate the customer accepts online first. Once they accept, the recurring service activates on its own.
A recurring service can also be created automatically: when a customer accepts an estimate that has a line with a repeating frequency, ShineCRM sets up the matching recurring service for you.

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Statuses

Active, Paused, Pending (waiting on customer approval), Completed, Cancelled, and Declined (the customer turned down the approval estimate).

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Templates

Set up reusable recurring-service templates under Settings then Recurring services so common plans drop into the estimate builder without rebuilding them each time.

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Frequently asked

Is this a billing engine that charges cards on a schedule? No. A recurring service tracks the commitment and generates the jobs. You bill each visit through your normal invoice flow. How do visits get counted? Completing the linked jobs is what advances the next-due date and fills in the visit history.