Create Site Visit

1. In the Site Visits schedule, tap on the + icon or 'Tap to create' in the schedule window:



The Create Site Visit page is displayed:



2. Enter the following:
• Customer - The customer to visit
• Location - Displayed once you have selected customer - select a location from customer sites/contacts
• Start/End - The visit start and end date and times
• Title - The visit title
• Description - A description of this site visit
• Requested by - Email address of person requesting the site visit
• Location - The address and/or postcode (the location can be shown on a map)
• Date & Time - Today's date and current time are displayed by default - change this if needed
• Duration - The expected duration of the visit in the format. Tap to display the stepper.
• Ticket queue - Choose in which ticket queue you want the site visit ticket to sit
Note - When creating a site visit, an accompanying ticket is created at the same time (even when the site visit is scheduled for a future date).
3. Tap on to save

The visit is added to the schedule.

You can go on to add even more details to your site visit - by accessing the following pages from the top right menu:

• Edit Site Visit
• 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