Complete a visit

Requires sign in

You need to be signed in to perform this action.

Requires permission

You need a Visits ability level of Manage to perform this action.

Complete a visit

1. Navigate to a visit's page.
   • You can visit the visits page and click on a visit's number.
   • You can visit a customer's page and click on a visit's number.
   • You can also search for a visit.

2. Update the visit's details.
   • You can enter Instructions for the visit.

3. Update the visit's schedule.
   • You can select a Status.
   • You can enter Starts on, Starts at, and Ends at.
   • You can also select a Team member.

4. Update visit items.
   • You can create, update, and destroy items.
   • You can select items from your default list, or you can create custom items.
   • Items need a Name, Quantity, and Price.
   • Changes made to items before the visit is Completed will reflect on its invoice.

5. Update visit taxes.
   • You can create, update, and destroy taxes.
   • You can select taxes from your default list, or you can create custom taxes.
   • Taxes need a Name and Rate.
   • Changes made to taxes before the visit is Completed will reflect on its invoice.

6. Add visit chemicals.
   • You can create, update, and destroy visit chemicals.
   • You can select chemicals from your default list, or you can create custom chemicals.

7. Click Actions.
8. Click Update visit.

How it works