Carry out a visit as a technician (My visits)

My visits is the technician's screen. It lists only the visits assigned to you and walks you through each one: arrive, check in, work through the checklist, record what you found, get the customer's sign-off and complete. It works on a phone or tablet browser.

See your visits

1. Open CRM › Service › My Visits.

2. Set From and To to the days you want to see.

The list shows each visit's date, site, type and status. Open one to see the site, its Access notes (the gate, the person to ask for, the safety rules) and the Site location on the map.

Carry out the visit

1. When you arrive, select Check in. Allow the browser to use your location if it asks; the check-in is recorded with your position when one is available, and without it otherwise. The visit becomes in progress.

2. On the Checklist, answer each line:

   • Pass or Fail for an inspection;

   • Done for a task;

   • a reading for a measurement. A reading outside the expected range is flagged Outside the expected range;

   • text for a free answer. Add Notes to a line where useful, and select Save answers as you go.

3. Under Photos and documents, attach photos of the work, readings or damage.

4. Under Complete the visit, write the Findings and, if the customer signs off, the Customer sign-off (name).

5. Select Complete visit.

The button stays disabled while required lines are unanswered; the screen tells you how many are still open. Once completed, the office sees the visit as Completed with your findings, answers and photos.

The visit report

Select Visit report on a visit in progress or completed to download the report: the site, the checklist answers, the findings and the sign-off. Give it to the customer or keep it with the job.

What you cannot do here

• Reschedule or cancel a visit. Ask the office: they do it from service visits and can move the visit to another day or technician, and you are notified.

• See other technicians' visits. Only visits assigned to you appear.

Common questions

My visit is not in the list. Check the dates. If it is still missing, it may be assigned to someone else; ask the office.

I could not check in on time and the visit shows Missed. A visit still scheduled three days after its date is marked missed. The office can reschedule it to the day you go.