Field visits

A field visit is a scheduled trip to a client's site: a maintenance call, an installation, a repair. Visits let you plan an engineer's day, track a job from dispatch to completion, and capture what was done and the client's sign-off on site.

Field visits are under Field visits in the left menu, with a calendar view for planning the week.

Scheduling a visit

Click the new button and plan the visit:

1. Pick the client (and the contact and site).
2. Write the subject and a description of the job.
3. Set the visit type, the scheduled date and time, and the expected duration.
4. Assign an engineer. Suggest engineer proposes one based on skills and availability.
5. Link the AMC or equipment if the visit is under a contract, mark it billable if the client is charged for it, and choose whether to notify the engineer.

Following a visit

Open a visit to follow it through its stages, using the buttons on the action bar:

1. Dispatched: the engineer is sent.
2. On route and then started: the engineer is travelling, then working. On the mobile app the engineer moves it along themselves.
3. Completed: the work is done.
4. Signed off: the client has confirmed the work on site.

Along the way the visit collects the parts used, photos, and a full timeline of timings, from scheduled through dispatched, on route, started, completed and signed off, to billed. So the finished visit is a complete record. From a signed-off visit you can Generate service report, Repeat visit, and, when it is a billable visit, turn it into an invoice.

Good to know

• The calendar view shows everyone's visits for the week, which is the easiest way to balance the load and spot gaps.
• A billable visit can flow into an invoice, so on-site work turns into a bill without re-entering anything.
• Engineers run their day from the mobile app: they see their assigned visits, check in on site, record parts and photos, and capture the client's signature.