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
• When the status of the site visit is Completed, the job status will update to Completed if the job is already in Partially Completed status, indicating the job is ready for invoicing
• You can create as many additional site visits as needed
• Additional site visits are intended when the additional dates are not consecutive days

Strategic Workflow:

• Use the 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

Step-by-Step Instruction:

1. Navigate to the job that requires an additional site visit
2. Open the job in view or edit mode
3. Click the Add Site Visit button to create a new site visit
4. Enter the Date, Arrival Time Window and Estimated Duration
5. Select "Assigned Techs"
6. Fill in "Notes For Techs" with instructions or notes for the specific additional site visit
7. Choose to "Notify all tech(s) assigned" or leave uncheck
8. Save to create the additional site visit
9. Repeat the process to create as many site visits as needed