Team App - Visit View

On the Team App, you can view the Visit Details in one of two ways. From the Map View, swipe up. From the List View, click on the Property.

       OR   

You can swipe up on the Visit to see the Visit Details, such as Custom Fields and Services associated with the Job. You can use Contact Client to call or text the Client if needed. You can also clock into individual Services from this view.

Note: Custom Fields associated with "Customer," marked "Show on Work Order," and containing data will show here. Custom Fields associated with "Property" that contain data will also show here.


 

To add Job Comments, Products, or Attachments to the job without starting it, click on the Service name. This opens the Edit Service screen where you can make changes. You'll see the name of the Service at the top of the screen.

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