In Talo, there are two types of jobs:
One-off jobs (a single visit)
Recurring jobs (a repeating schedule and/or recurring invoicing)
A recurring job is useful when:
You visit a client on a regular schedule—like every Tuesday
You bill the client on a predictable cycle—like once a month or after each visit
How to Create a Recurring Job
You can start a new job from many places:
The + New button in the side menu
Schedule / Calendar tab → Add button
Book button on a client profile
New Job on the Jobs list page
Convert to Job on an approved quote
Select a Client & Add Job Details
Start by entering a job title—this is usually the type of work you're doing.
The shows up on your schedule.
Then choose the client. Start typing their name and pick them from the list, or click Create New Client.
If you're converting a quote or request, Talo automatically uses the same client.
On the right side, you'll see job details, including:
The job number
The salesperson
Any custom job fields you’ve set up
Job numbers count upward from your highest existing number.
Set Up Your Repeating Schedule
Select the Recurring Job tab under Job Type.
At the top of the scheduling section, you'll see a summary showing:
Total number of visits that will be created
The first and last visit dates
The repeat pattern
Scheduling the Job
Choose a Start Date (when the contract begins).
You can show or hide a preview of the current month’s calendar.
Pick start and end times, or check Anytime to leave the visit unspecific.
If your account uses arrival windows, that section will appear automatically.
Click Assign to choose the team members who will perform the visits.
Open the Job Forms section if you want to attach forms/checklists to every visit.
Set how often the job Repeats:
Weekly
Biweekly
Monthly
Custom
Multiple days per week
Monthly options (e.g., 1st and 3rd Fridays)
Annual patterns
As Needed (no visits are created until you add them later)
Choose when the job ends:
Ends after a certain length of time
Ends on an exact date
Job Instructions
Add instructions for your team in the Instructions field.
These:
Are internal only
Copy to every visit
Can be changed per-visit from the schedule if needed
Set Up Your Invoicing Schedule
The Invoicing & automatic payments section shows:
How many invoices will be created
The first and last invoice dates
Recurring jobs support two main billing styles:
Per visit – charge the client each time you complete a visit
Fixed price – charge a set amount per billing cycle, regardless of visits
Then choose when you want invoices to be generated:
Monthly on the last day
After each visit is completed
As needed – no reminders
When the job is closed
Custom schedule (e.g., invoice on the 14th and 28th of each month)
Automatic Payments for Recurring Jobs
If you're on a plan that supports automatic payments, you can turn on Auto-charge using Talo Payments.
To use automatic payments:
Toggle Automatic payments to ON
The client must have a saved card on file
Invoices are created automatically and the client’s card is charged on schedule
Add the Products & Services You’re Offering
Add your line items under Products & Services.
Click New line item to add:
Name
Description
Quantity
Unit cost (if your plan includes markup tools)
Unit price
Total (calculated automatically)
A job can include up to 100 line items.
Talo will calculate:
Subtotal
Property tax
Final total
If the job came from a quote with a deposit, you’ll see deposit info on the creation/edit screen. This doesn’t show on the saved job.
Custom Visits (Different Pricing or Services)
Visits start with the same line items as the job, but you can customize individual visits—for example:
A one-time service
Extra products
A different quantity
How to Customize a Visit
Go to the visit from:
Schedule → click visit → Edit
Job → scroll to Visits → click date → More Actions → Edit
Inside the visit editor, you can:
Change quantities
Remove items
Add extra items (using the + button)
After saving, the job view will show which visits differ from the main job setup.
When invoicing:
Custom visit items only transfer for the visit dates they belong to
Fixed-rate recurring jobs do not include custom visit items (they aren’t billed per visit)
Add Internal Notes & Attachments for Your Team
Use the Internal notes & attachments section to add:
Team-only notes
Photos
Files
Clients never see this section.
You can drag and drop attachments directly into it.
Save the Job
There are two ways to save:
Save Job: Saves and returns you to the top of the job page.
Save and...: Saves and performs another action, such as:
Email booking confirmation
Text booking confirmation