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Contact UsWork a visit from start to finish
Select Start Work on the Next Visit, record who's there, then work down the form. Each item is completed in WashUp itself, or skipped with a reason.
The work form is the checklist for this visit, built from everything on the Next Visit. Nothing on it is ticked off from memory: an inspection counts as done when it's run in WashUp, and a service when it's completed there.
What you'll need
- A Service Partner account assigned to the customer. Both roles can start and work a visit.
Start the visit
To start:
- Select Visits in the sidebar, then the location.
- Select Start Work.
- Under Performing, keep yourself and add anyone else on site.
- Change Start time if you started earlier. It defaults to now.
- Select Start work.
The live work form opens, and you're working inside the customer's account at that location.
If you're already logged in as the customer, Start Work is also on their Service Partner page.
Work the form
The form lists Duties, Work Requests, and Standard Visit Procedures, with the visit instructions and any special requirements at the top.
| Item | How it gets done |
|---|---|
| Inspection | Select Perform Inspection and run it |
| Service | Select Complete Service and complete it |
| Task | Tick it on the form, or use Complete Task |
| Work request | Tick Mark complete, which resolves the attention item or completes the service |
| Duty | Follow What to do, then tick it done |
Each section counts what's done, such as 3 of 5.
Skip an item
To set something aside for this visit:
- Select Skip this visit on the item.
- Pick a Reason, such as Waiting on Parts or Materials.
- Add Notes (optional) for the office.
- Select Confirm skip.
Undo skip puts it back. Skips and their reasons show on the visit report. Duties and special requirements can't be skipped.
Leave and come back
You can leave the form to run an inspection or fix a service record elsewhere in the customer's account. A Work in progress card with Elapsed and Completed stays at the top of their pages while you do. Select it to get back to the form, or select Resume Work on the location's Next Visit.
- An inspection or service you finish in WashUp updates the form on its own. You don't tick those.
- Counted duties, like Equipment Setup, are measured from My Wash when work starts and when you finish, so there's nothing to type.
- When everything is done or skipped, finish with Visit Completed. See Complete a visit and get the sign-off.
Common questions
Can two technicians work the same visit?
Yes. Add both under Performing when you start, and both are listed on the report.
What if I close the app mid-visit?
The visit stays in progress. Open the location's Next Visit and select Resume Work.