V3 Review Visit Overlay – Overview

Any individual instance of a Job is a Visit. To view the details of a Visit, click anywhere you see a past or future Visit, such as on an Account Screen:

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This will take you to the Review Visit overlay:

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As with other review overlays, the Actions menu is on the left and the Visit details are on the right. On the Actions menu, you have the following options immediately available: EditRescheduleEmail. Click Advanced Actions to see more options:

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Add/Remove Days will allow you to turn any Job into a Multi-Day Job or to remove days from an existing Multi-Day Job. Set Status allows you to change the Status of the Visit without having to go to the Dispatch Board. You can also Add an Expense or Mark as Important to change the Priority on the Dispatch Board. The last three options allow you to add a Form response, Note, Attachment, or Job Comment to the Visit. 

Below the Advanced Actions is the Audit Trail. Click View All if you need to see a history of the Visit including the users who made changes. 

On the right side of the overlay, click the icon next to the Job Name to view the Review Job overlay:

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 Click the icon next to the address to the the Property Screen:

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 Click the icon next to the Account Name to view the Account Screen:

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Click Show Advanced Options to view the Work Order # or Purchase Order #. To make any changes to the Visit, click Edit. To close the overlay, click the "X" in the upper right corner of the screen. 

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