Set up standard visit procedures

Some work happens every time you're on site, like the monthly brush check or the weekly reclaim inspection. Mark it once as a standard visit procedure and it's on every visit to that location from then on, owned by your team.

What you'll need

• To be logged in as the customer. See Log in as a customer.
• Either role can mark an item. Removing one, using Edit Inspections, and editing the visit procedures are for Service Partner Admins.

Mark an inspection

When you create the inspection with + New Inspection, tick Include in this location's standard visit procedures before you select Create.

To mark an inspection that already exists:

1. Select the gear button on the bay's inspections page.
2. On the inspection's row, select Add to standard visit procedures, then Add.
3. Select Save Changes.

Mark a service

When you create the service, tick Include in this location's standard visit procedures on the step with Service Instructions, then continue as usual.

To mark a service that already exists, open it and select Actions, then Add to standard visit procedures, then Add to procedures.

Set the order and instructions

Service Partner Admins only.

To change what the technician sees on every visit:

1. Select Visits in the sidebar and open the location.
2. Select Edit Visit Procedures.
3. Under Visit Instructions, type the notes the technician should see every time, such as where the equipment room key is kept.
4. Use the arrows to move procedures up or down within their group.
5. Select Save Changes.

What the customer sees

Marked items carry a Standard visit procedure tag. The location's team can still see them and their results, but only your team can run, complete, or change them. The customer's Admins see the full list on their Service Partner page.

Common questions

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