Appearance
Visit Completion
When your crew finishes a visit, they record what was done.
Completing a Visit
From the mobile app:
- Open today's schedule
- Tap the visit
- Tap Start Visit when arriving
- Complete the work
- Tap Complete Visit
- Add notes and photos
- 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:
- Create invoices for completed work
