Recurring service contracts

A recurring service contract puts a customer on a repeating schedule — weekly mowing, biweekly cleaning, monthly water-softener service, quarterly HVAC tune-up, etc. Plyrium auto-generates appointments on your calendar via a nightly cron, and handles billing one of three ways depending on what fits your shop.

Creating a contract

1. 1
   Go to /portal/contracts and click 'New contract'

   Or open any customer's detail page and use the 'Set up recurring →' link in the Recurring contracts section.

2. 2
   Pick the customer + service

   Customer must already exist. Service name is free-form (e.g. 'Biweekly drain inspection').

3. 3
   Set frequency + day

   Weekly or biweekly → pick day of week. Monthly → pick day of month (Feb-29 auto-clamps to Feb-28). Time of day defaults to 9am; override per-contract.

4. 4
   Set price + start date

   Price/visit, start date (defaults to today), optional end date (leave blank for indefinite). End date auto-stops the contract; cancel manually any time.

5. 5
   Pick pricing + collection mode

   Two independent axes — see the Collection modes article. Default: per-visit pricing with auto-invoice each cycle.

6. 6
   Save

   Cron generates appointments on its next 5am UTC run. Or trigger it manually for testing.

What you get

• Appointments auto-appear on /portal/schedule with a '♻ recurring' badge linking back to the contract.
• Customer detail page shows their active contracts in a dedicated section.
• Contract detail page (/portal/contracts/[id]) shows next 3 visits, full visit history, and the active billing pipeline.
• Pause / resume / cancel from the contract row actions or detail page.

When the cron skips a contract

• Status is 'cancelled' or 'completed' (no future visits).
• Status is 'paused' AND today is before paused_until.
• End date is in the past.
• Visit on the target date already exists (idempotency — re-running the cron is safe).