Create & Manage Visits

Creating a Visit

1. Open the Job

2. Create a Visit

3. Set:

   • date/time window (or slot)

   • assigned Engineer (if not already)

   • visit notes (access, parking, contact)

Once created, the Job should show Visit Added.

Rescheduling a Visit (cleanly)

• Update the Visit (don’t create a duplicate)

• Add a note explaining why it changed

• Make sure the client-facing schedule is updated (if client access is enabled)

Multi-visit Jobs (best practice)

• Visit 1: diagnose + evidence + next steps

• Put the job on hold if waiting on parts/approval

• Create Visit 2 once ready → Job returns to Visit Added

Avoid

• Multiple Visits created for the same time slot accidentally

• Leaving an old Visit in place after rescheduling (creates confusion)