Create Site Visit
- In the Site Visits schedule, tap on the + icon or 'Tap to create' in the schedule window:
- 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
- Tap on
to save
The Create Site Visit page is displayed:
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