Schedule a visit
These steps show you how to schedule a visit on a location. The visit is set to Planned; the technician carries it out on site later. For the Admin or Office role.
Before you start
Section titled “Before you start”- A location to schedule the visit on.
- At least one visit type set up.
- The Admin or Office role.
- Choose Visits in the sidebar, then New. You can also open the location and choose New visit.
- Choose the Location (search by name), the Visit Type, and the Technician.
- Set the Scheduled Date.
- Choose Save.
Result
Section titled “Result”The visit is set to Planned in the Visits list and on the location. The assigned technician can start and register it on the scheduled day.