Create Site Visit
Immediately after signing in, the Site Visits page is displayed showing any visits you have scheduled in the current month with focus on today's date.
- Tap on the
icon or 'Tap to create' in the schedule window:
- The Create site visit page is displayed:
- Enter the following:
- Customer - Tap to select the customer from customer list
- Location - Choose from stored contact or site locations
- Start - Today's date and current time are displayed by default - tap to display calendar and change as required
- End - The end date and time - change as required
- Title - The visit title e.g. Server maintenance
- Description - The description for this site visit
- Ticket queue - Choose in which ticket queue you want the site visit ticket to be placed
- Tap on SAVE.
The visit location is added to the schedule and displayed in the Location tab.
You can go on to add even more details to your site visit - by tapping to open your new site visit and accessing the following pages from the top right menu:
- Edit Site Visit
- Delete Site Visit
- Time and Distance Tracking - View existing and add new time/mileage entry to this visit
- Costs - View existing and add new cost(s) as required
- Customer notes - View and add as needed