Creating Additional Site Visits

Best Suited for:

• Back Office Administrators
• Dispatchers
• Technicians who schedule or manage multi‑day jobs

Important Information:

• Additional Site Visits are used when a job cannot be completed in a single day
• Site Visits allow the same technician or a different technician to return on another day
• Technicians should use job statuses to record drive time and labor time for each visit
• Additional Site Visits work best when the job is placed in the Partially Completed status
• When the Site Visit is marked Completed, the job will update to Completed if it is already in Partially Completed, indicating it is ready for invoicing
• You can create as many Site Visits as needed

Strategic Workflow:

• Use Partially Completed status to manage jobs requiring more than one visit
• Create a Site Visit for each return trip needed
• Assign different technicians to each visit if required
• Add technician notes for each Site Visit to ensure clarity on instructions
• Mark Site Visits as Completed only when all required work for that job is finished

Process Description:

1. Open the job requiring additional visits
2. Click Make Changes or Edit to enter the Edit Job screen
3. Locate the Add Site Visit section below Notes for Tech
4. Click Add Site Visit to create as many additional visits as needed
5. Assign technicians and add instructions for each site visit

Step-by-Step Instruction:

1. Navigate to the job that requires an additional visit and click Make Changes or Edit to open the Edit Job screen
2. Scroll to the Notes for Tech section. Below it, locate the Add Site Visit area
3. Click the Add Site Visit button to create a new site visit
4. Repeat the process to create as many site visits as needed. You may assign different technicians or multiple technicians for each visit and add specific notes or instructions for each one