Adding a Single Visit
To add a one-time visit, you will start by going to the “Schedule Tab” and clicking “Schedule“
Leave the Type as Single Visit in the first drop down.
Select the date for the visit. You can also select the box for a time to schedule the visit. Once you select the box a field will appear to enter the time.
Under that, You can enter the estimated time this visit will take.
Add a Visit Title or Description
You will then select the customer and property this visit will be for.
You can link a visit to a contract/level billing using this drop down.
You can learn more about those here.
By default, open visits show as a teal color on your calendar. If you want to choose a different color for this visit click on the teal bar and select the color.
Next, you will add the items/services for this visit.
If you have already added item and services to your account, you can start typing in the item/service description box and the items should auto-populate with the prices you have set.
You can add more than one line item by clicking the green “+ Add Line” button or you can add a package of items by clicking the yellow “Add Package” button.
Note: If you have default item or services added to the selected property, they will auto-populate here once you select the property in the steps above.
You can add a Visit Form for this visit. Click here to learn more about Visit Forms.
This section allows you to assign a crew or employees. When you select a crew from the drop down, it will automatically show you the employees that will be assigned in the employees box.
If you do not want to assign a crew, only an employee or employees, type those in the employee box.
You can add tags for this visit. Click here to learn more about tags.
You can add notes for the visit. These notes are only seen on the company side. The customer will not see these notes.
Once you have selected the property for the visits, if there are any property notes, you will see them here. The property notes cannot be edited on this page. You will do that by editing the property.
You can add custom fields to your visits.
To learn more about Custom Fields please click here.
To add photos or documents for this visit, drag them to the upload area or click the “Select a File” button.
When you have completed all fields, click the green “Create Visit” to add this visit to your schedule.
