# Recurring Schedule Change: Preview Every Visit

Source: https://maito.app/workflows/update-every-future-visit-when-a-schedule-changes

When a client emails a schedule change, Maito previews which future visits and invoices move and lists conflicts before anything is edited.

When a client changes their cleaning day, see every affected visit and invoice before anything is edited.

[Operations](https://maito.app/workflows/team/operations) · [Home services](https://maito.app/workflows/industry/home-services) · When something happens · Updated October 19, 2026

Works with

-   Slack
-   Email
-   Gmail
-   Microsoft 365
-   Superhuman Mail

## How do you update future visits when a schedule changes?

To update future visits when a schedule changes, have the client email Maito's address. It reads the request, finds the recurring series in Jobber, previews which visits and invoices change, flags holidays and staffing conflicts, and edits nothing until you approve.

## How it's done today

Staff edit one visit and forget the later ones in the series.

## What Maito does

1.  Read the change request and effective date
2.  List the future visits and invoices affected
3.  Draft the series change for approval
4.  Notify assigned staff once approved

## Example

Loop run: New email from Acme Law

**Maito** (10:14 AM):

Acme Law emailed: move cleaning from Tue and Fri to Mon and Thu, starting Nov 2.

Preview through Dec 31:  
• 18 future visits change day  
• Monthly invoice stays $1,240, same number of visits  
• Assigned: Ana on Tue/Fri. She works Mon/Thu elsewhere, so 6 visits need a different cleaner

Conflicts:  
• Nov 26 (Thanksgiving week): Thursday visit needs a decision  
• Dec 24 and Dec 31 fall on Thursdays

Catch: the request doesn't say whether Oct 30 (Friday) is the last old visit. I assumed yes.

Source: the client's email and the recurring series in the field service software.

**Tom** (10:20 AM):

skip Nov 26, assign Dee to the 6, and apply it.

**Maito** (10:21 AM):

Preview updated: Nov 26 skipped, Dee on 6 visits. Since this edits 18 visits, please confirm with approve and I'll apply it and tell Ana and Dee.

## How to set it up

When something happens Update every future visit when a schedule changes

Ask your agent

“When a client emails maito@northstar.example to change their cleaning days, work out which future visits and invoices change and post a preview in #ops. Don't edit anything.”

Connect email

-   Gmail
-   Microsoft 365
-   Superhuman Mail

Connect field service software

-   Jobber

Not connected yet? Your agent sends you a link to sign in.

## What it won't do

It can't decide how holidays or contract terms should be handled. Those calls stay with your team.

## Questions

### Does it edit the visits itself?

No. It posts a preview and waits for your approval.

### What if the email is unclear?

It states its assumption, such as which visit is the last old one, and asks you to confirm.

### Does it check staff availability?

Yes. It flags visits where the assigned person isn't free on the new day.

## More operations workflows

-   [Chase missing inputs Ask people for what's missing, by Slack or email, until it's in. Operations · On a schedule Works with Gmail, Microsoft 365, Airtable.](https://maito.app/workflows/chase-missing-inputs)
-   [Monday report from connected tools The weekly operating report built from the tools you already use. Operations · On a schedule Works with BigQuery, Supabase, Intercom, Pylon, Stripe, PayPal.](https://maito.app/workflows/monday-report-from-connected-tools)
-   [Turn a process into a written guide Describe how something is done and get a clean step-by-step guide. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/turn-a-process-into-a-written-guide)
-   [Keep a shared spreadsheet clean Fix formats, fill gaps and flag odd rows in a sheet everyone edits. Operations · On a schedule Works with Airtable, Microsoft 365.](https://maito.app/workflows/keep-a-shared-spreadsheet-clean)
-   [Book travel within policy Get flight and hotel options that fit the travel policy. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/book-travel-within-policy)
-   [Answer "who owns this?" Find the right person or team for any system, process or question. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/answer-who-owns-this)

[See all workflows](https://maito.app/workflows)

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