Start and Complete a Visit

How to start and complete a Visist

There are two ways you can start a new visit appointment:

First way

Path: Log in -> Dashboard -> Calendar & Appointments -> Calender View -> Click Appointment -> Control Visit

Second way

Path: Log in -> Dashboard -> Calendar & Appointments -> Appointment List -> Locate Appointment -> View & Edit Visit Details

Whichever way so go with only the first step differs:

1. From Calender & Appointments on the Dashboard, go to Calendar View, click the desired visit, scroll to the end of the pop up window and click Control Visit or
   1. From Calender & Appointments on the Dashboard, go to Appointment View, locate the desired visit row, scroll to the end of the row and click, under the Actions column, on the View & Edit Visit Details button, scroll to the end of the pop up window and click Control Visit.
2. You will redirected to the Visit Details page, where you can:
   • Start the timer of the Visit,
   • Preview Devices/ Floor Plans,
   • Preview Chemical Applications,
   • Review Corrective Activities
3. Click Start Timer to begin the visit. This action can be performed by either an office worker or a technician.
4. During a visit a technician can:
   • Check Devices,
   • Add/remove chemical applications if needed,
   • Add corrective activities, with the option to upload supporting images.
5. Once the technician finishes, return to the Devices tab and press the Complete button at the bottom of the page.
6. Before closing the visit appointment window, you can:
   • Share the visit report with a client,
   • View the report yourself,
   • Leave a comment/note.