How to set up and complete a service visit

A service visit is one trip to a site: who is going, when, and which tasks they will do. Open one from a week on the site planner (Open visit or Plan a visit), from the Job List or from the dashboard.

The strip at the top shows the visit’s progress: Planned › Downloaded (the engineer has it on their device) › Uploaded (the engineer has sent it back).

Plan — what the engineer is asked to do

1. Set the Visit type, Planned start and Planned finish. Changes save as you go.

2. Add Instructions for the engineer — access, contacts, anything special about this trip.

3. Under Engineers click Change and click names to add or remove them (green = on this visit).

4. Under Tasks on this visit click Change and click tasks to add or remove them. Each shows how many tests are still to do and done.

Once the visit is uploaded the plan is locked.

Outcome — what happened

1. After the engineer uploads, the Outcome section shows their Visit notes and recommendations, the Engineer and Client signatures, and their Photos.

   

2. Add to the notes with Add standard text or Add results summary (a summary built from what was recorded).

3. If Results that need matching appears, the engineer sent results for a task that is not on this visit — click Match and choose the task they belong to.

4. Use Print report › PDF or Word for a copy of the visit.