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WorkQuotes3 min read

Quote Scheduling

How due dates and recurring schedule fields work on quotes and what carries through when the quote becomes a job.

Work Planner Team12 April 2026

Quote scheduling is there to answer two questions early: when should this quote appear in the planner, and if the work is recurring, what repeating pattern should be carried into the job later.

Due Date Comes First

  • Due Date: This lives in the Basic Information section of the quote popup and is the date that makes the quote show up properly in planner-based workflows.
  • Why the scheduling section appears after a date is entered: As soon as a due date is set, Work Planner turns on the scheduling block underneath it because there is now a real starting point for recurrence.
  • Clearing the due date: If the due date is removed again, the scheduling block is switched off and the recurrence fields are cleared with it.

Recurring Schedule Fields

  • Schedule Frequency: Choose whether the work repeats daily, weekly, or monthly.
  • Schedule Interval: This is the repeat gap. For example, a weekly frequency with an interval of 2 means every 2 weeks.
  • Schedule Days of Week: Appears for weekly schedules. Use it to choose which days the work can land on.
  • Schedule Day of Week (Optional): Appears for monthly schedules when the monthly visit should follow a weekday pattern such as Monday.
  • Schedule Week of Month: Appears for monthly schedules and controls whether the work happens on the first, second, third, fourth, last, or all weeks of the month.
  • Schedule Summary: The summary underneath the fields translates the recurrence into plain language so you can check it before saving.

When To Use Scheduling and When To Leave It Alone

  • Use scheduling: When the quote is for recurring work and you already know the expected pattern.
  • Leave scheduling alone: When the quote is a one-off and only needs a single due date.
  • Planning only: The quote schedule does not create future jobs by itself. It stores the recurrence so that the confirmed job starts life with the right scheduling pattern.

What Carries Forward

  • Planner visibility: The due date controls when the quote can appear in planner views before it is confirmed.
  • Job creation: When the quote is confirmed, the created job or jobs inherit the due date, schedule frequency, interval, week, and day values from the quote.
  • Non-working-day handling: Any organisation rules about working days apply later in job planning, so it is still worth setting a realistic pattern here.

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