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Visit Completion

When your crew finishes a visit, they record what was done.

Completing a Visit

From the mobile app:

  1. Open today's schedule
  2. Tap the visit
  3. Tap Start Visit when arriving
  4. Complete the work
  5. Tap Complete Visit
  6. Add notes and photos
  7. Submit

What to Record

Time Tracking

  • Start time - When work began
  • End time - When work finished
  • Actual time is tracked automatically if using Start/Complete

Photos

Capture before and after photos:

  • Document the completed work
  • Show any issues found
  • Provide proof of completion

Notes

Add relevant notes:

  • What was done
  • Any issues encountered
  • Follow-up needed
  • Client feedback

Checklist

If the job has a checklist, mark off completed items.

Office Review

Completed visits appear in the office dashboard for review:

  • Verify time recorded
  • Review photos
  • Check notes
  • Approve for invoicing

Next Steps

Once visits are complete:

Field Service Management for Australian Businesses