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Solution

Recurring work, on autopilot

Every service business has work that repeats — monthly maintenance, quarterly reviews, weekly check-ins. Orbit's recurring task engine creates that work automatically with the right owner, schedule, and context, so nothing slips and no one has to remember.

Who it's for

  • MSPs running monthly maintenance across many clients
  • Service teams with quarterly business reviews
  • Internal IT teams handling routine compliance checks
  • Support orgs running scheduled client check-ins

Pain points we solve

  • Recurring work tracked in calendar reminders or spreadsheets
  • Maintenance windows missed when a tech is out
  • No audit trail showing recurring work was actually done
  • Recurring tasks treated as one-offs each time, losing context

How Orbit fits

Orbit lets you define recurring work once — frequency, owner, agreement, checklist — and it generates the right tickets or tasks on the right cadence. Each instance carries its history forward, so the team sees what changed since last time.

Capabilities

What Orbit delivers

Flexible recurrence

Daily, weekly, monthly, quarterly, or custom intervals — with skip-on-holiday and end-date options.

Owner and team assignment

Assign recurring work to a specific tech or a team queue. Out-of-office handoffs happen automatically.

Carry-forward context

Each new instance shows the prior instance's notes and outcomes, so the work compounds.

Audit-ready history

Every recurrence has a record. QBRs and compliance reviews pull a complete log.

Pause without losing the schedule

Pause a recurring task during a client's busy season, then resume — without losing the cadence.

Common use cases

When teams reach for this

  • Monthly server patching across an MSP client base
  • Quarterly business reviews per top account
  • Weekly proactive check-ins for premium-tier clients
  • Annual contract review reminders
  • Daily backup verification tickets

Frequently asked questions

Can the same recurring template run for multiple clients?
Yes. You can define one template (e.g., 'Monthly Maintenance') and apply it across multiple clients or agreements, each generating its own ticket on schedule.
What happens if the owner is out?
Recurring tasks can route to a team queue or a backup owner if the primary is unavailable. Notifications surface anything unassigned.
Can recurring tickets be billable?
Yes. Time logged against a recurring ticket flows to the right agreement and invoice, same as any other ticket.
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