> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shinecx.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Recurring services

> Repeating customer commitments with cadence and next-due tracking.

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.

## 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.

## 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

<Warning>
  Cancelling a recurring service stops future visits. The customer will not be billed for visits that haven't happened yet.
</Warning>

## 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](/guides/estimates) that has a line with a repeating frequency, ShineCRM sets up the matching recurring service for you.

## Statuses

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

## 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.

## 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.