View Site Visit Details

In the Site Visits schedule, tap on the site visit you want to open:

The site visit details page opens displaying the default Location Tab: Swipe left to view all available tabs.

The top navigation bar contains the Time/Distance Tracker and a menu with the following links:

• Refresh - Refresh page
• Edit Site Visit - Edit and add more details to the visit. See Edit Site Visit.
• Delete site visit
• Time Tracking - View/add any time entries and associated costs. See Site Visit Time and Distance Tracking.
• Costs - View and add any cost entries as required
• Customer notes - View and add any customer notes as required.

 

Information relevant to a site visit can be found in the Locations, Insights, Ticket, Responses and Tasks tabs, see:

• Location Tab (default)
• Insights Tab
• Ticket Tab
• Responses Tab
• Tasks Tab