If a customer has agreed to a quarterly service, plan the annual sequence and review each occurrence before attendance. Quarterly describes the customer's chosen cadence here; this guide does not set a legal, safety or maintenance requirement for any equipment. Confirm the appropriate service scope and interval separately.
Make the annual pattern visible
Use a short planning grid to show the intended interval, then reserve a review point before each service. The example uses the tenth day of every third month. A target date still needs a workable Visit time, access and a suitable attending person.
| Target date | Pre-service check | Record after attendance |
|---|---|---|
| 10 January | Confirm scope and access | Findings and next action |
| 10 April | Review changes since January | Work completed and open items |
| 10 July | Confirm site contact and duration | Follow-up owner |
| 10 October | Review next year's arrangement | Next agreed service date |
Distinguish the annual plan from the booking horizon
Daylane's Pro+ recurrence form supports Monthly with an interval of 3 months. The start date sets the day of the month. Generated work uses a rolling 90-day window, so an annual plan is not a promise that all four Jobs are already visible today.
Choose a day that exists in the intended months. The recurrence engine skips a month lacking the selected day rather than silently moving it to the month's last day. Check the actual future dates after setup.
Review the service before it comes due
Check whether the property, equipment list, access arrangement or work scope changed since the previous occurrence. A routine pattern should not conceal a new task that needs more time. Use a separate Job if the new request has its own approval and completion decision.
After attendance, record the outcome and any dependency. If a return is needed, distinguish that follow-up from the next quarterly service so unfinished work does not wait unnoticed for the next cycle.
Sources and scope
An original operational guide from the Daylane team at Blu Mint Digital. Scenarios, durations and message wording are illustrative planning examples, not customer results or industry benchmarks. Product references were checked against the Daylane implementation on 5 September 2026. Adapt the workflow to your service, customer agreements and working conditions.
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