Site visits

Most jobs start with a visit to measure or survey the site. Site visits books them, gives them to a person, and keeps the photos and measurements taken there, ready for the quotation.

A visit that was booked but not marked done by its date shows as Missed, so you can call the customer back.

The screens

Measurement and survey visits, booked and done. — The cards: visits today, in the next seven days, missed (planned but the date has passed) and completed, with how many photos are on file.
By status: tap Planned, Done, Rescheduled or Cancelled to see only those visits.
The list: date and time, customer or project, purpose, status and photos. A missed visit's date shows in colour.
Schedule visit at the top right books a new one.
Where in the menu
Pre-sales > Site visits
Who can open it
Company Admin, Sales, Project Manager, Employee, Viewer
Plan
Every plan
Open it in the sample workspace
Read about this screen: How do I schedule a measurement or site visit? · How do I add photos and measurements to a site visit? · Why does a visit say Missed?

How to

How do I schedule a measurement or site visit?
How do I add photos and measurements to a site visit?

How to

How do I schedule a measurement or site visit?

Open Site visits, press Schedule visit, choose the date, time, customer or project, purpose and person. It shows in their My work on the day.

Where in the menu: Pre-sales > Site visits
Who can open it: Company Admin, Sales, Project Manager, Employee, Viewer
Plan: Every plan

On screen: Site visits

Open Site visits and press Schedule visit.
Set the visit date and time.
Choose the customer and, once there is one, the project.
Write the purpose (measurement, survey, installation review) and the location.
Save.

Visits for today and the next 7 days are counted at the top. An accepted quotation makes its project with a measurement visit already scheduled.

How do I add photos and measurements to a site visit?

Press Photos on the visit to attach pictures from the phone camera or gallery, and write the sizes under Measurements & notes when you edit it.

Where in the menu: Pre-sales > Site visits
Who can open it: Company Admin, Sales, Project Manager, Employee, Viewer
Plan: Every plan

On screen: Site visits

Photos: press Photos on the visit's row and choose pictures, or take them with the phone camera. Several at once is fine. "Photos attached" confirms the upload.
Measurements and notes: press the pencil, write the sizes and anything you saw in Measurements & notes, and change the status to Done.

Photos need a connection to upload. Use them while making the quotation: open the visit next to the quotation form.

Good to know

Why does a visit say Missed?

Explained

Why does a visit say Missed?

A visit still Planned or Rescheduled after its date shows as Missed. Mark it Done, or change the date and status to Rescheduled.

Where in the menu: Pre-sales > Site visits
Who can open it: Company Admin, Sales, Project Manager, Employee, Viewer
Plan: Every plan

On screen: Site visits

Nobody marked it Done or Cancelled, and its date has passed. Edit the visit and:

set the status to Done if it happened (add the notes while you are there), or
set a new date and the status Rescheduled, or
set Cancelled if it is not going to happen.

The Missed count at the top goes down as you clear them.