Completing the visit is what turns an afternoon of work into a record the customer can hold. It locks the visit and writes the report, so do it with the site contact still beside you.
What you'll need
- A visit in progress. Both Service Partner roles can complete one.
- Every item on the work form completed or skipped. Complete visit stays off until nothing is left open, and the window tells you how many items are.
- The site contact, if Customer Walkthrough & Sign-off is one of this visit's duties.
Complete the visit
To finish:
- On the work form, select Visit Completed.
- Check Performed by and the Completed time. Change the time if you finished earlier.
- Type your Completion notes: what you did, what you found, and what to watch.
- Under Customer sign-off, choose the site contact from the list.
- Select the signature box, have them sign, then select Done.
- Select Complete visit.
The Service Visit Report opens straight away, and the customer's Admins are told it's ready.
What the window checks
- The counts at the top show what was completed, what was skipped, and how long the visit took.
- Any skipped items are listed with their reasons, so you can read them back before you lock the visit.
- A Completed time earlier than the start time gets a warning, so you can fix it before saving.
Good to know- The signature is required only when Customer Walkthrough & Sign-off is on the visit. Otherwise it's optional.
- The contact list is the users assigned to that location. If it's empty, the customer needs to add the site contact as a user first.
- A completed visit is locked. The location's next visit opens straight away, without this visit's duties or special requirements.
Common questions
Can I change the report after completing?
No. The report is built from the visit when it's completed, and it's read-only after that.
Who sees the report?
Your team, under the location's Visit History, and the customer's Admins, on their Service Partner page. Both can print it or save it as a PDF.
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