This is very helpful for recurring jobs like PHC, Lawn Care, etc.
If you'd like to skip a service on a particular visit for a recurring job, but preserve those service/s for next year, all you need to perform are the following steps:
- Edit the visit
- Deselect "actual" and "billable" for the line items you will not be performing
- Save the visit
You will notice that those line items no longer appear on any work orders or invoices. Those line items will still be saved to the job, so when you renew the job for next year you won't lose the skipped services and you can opt to do them during the next period.
You can still schedule the visit as you would normally if there is work on the visit you will be performing. If not, you can just complete and approve the visit without scheduling.