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Contact UsPlan the next visit to a location
Open a location from Visits to see its Next Visit: the requests you accepted, the recurring procedures, and room for extra duties and notes for this trip.
Showing up without the part the customer asked about wastes a trip. Every location you service has one Next Visit that's always ready, so whoever goes next can see everything that's waiting before they leave the shop.
What you'll need
- A Service Partner account. Technicians see the locations of the customers they're assigned to; Admins see them all.
- Only Service Partner Admins can choose who goes on a visit.
Find the location
To open a location's next visit:
- Select Visits in the sidebar.
- Search by location or company, or select Filters to narrow the list.
- Select the location's row.
The list shows each location's last visit, open requests, next service due, and who's assigned. Filters can show only locations with past due services, a service due in the next 14 days, requests waiting, or no visits yet, marked New.
What's on the Next Visit
| Section | What it holds |
|---|---|
| Work Requests | Customer requests you accepted onto this visit, inspections then services |
| Visit Add-Ons | Special requirements and job duties for this visit only |
| Visit Instructions | Notes the technician sees on every visit here |
| Standard Visit Procedures | The inspections, services, and tasks done every time |
The top shows the work order number, the last visit, and who's going. If the customer has requests you haven't answered yet, a yellow link to them sits on Work Requests.
Add what this trip needs
To add one-time work:
- Under Special requirements, type a reminder, such as bring a 2-inch check valve, and select Add.
- Select Add Job Duty, then pick a duty, such as Site Audit.
Both save as you go and belong to this visit only, so the one after it starts empty. A special requirement is a reminder with nothing to tick off. A duty is work the technician records on the form.
Choose who's going
Service Partner Admins only.
Select Assign To at the top, tick the people going, and select Done. Each pick saves straight away, and the people you add get a notification. You can do the same from the Assigned to column on Visits.
- A visit isn't booked for a date. It starts whenever someone selects Start Work.
- To change the recurring work or the instructions, a Service Partner Admin selects Edit Visit Procedures. They can't be changed from the Next Visit page itself.
- Preview Work Form shows the form exactly as the technician will see it, before anyone starts.
Common questions
Can a Technician add duties?
Yes. Both roles can add special requirements and job duties. Choosing who's going is for Admins.
Does the customer see our special requirements?
No. They're notes for your team on this visit.