Visits

Get a list of every visit in a period, with arrival times, time on site and the value of the work.

Who can do this: Admins, dispatchers and accountants who can open Reports. Technicians can’t open it, because it shows client contact details.

Also called: appointments report, service calls report.

1. Open Reports, pick Visits, and set the dates. The figures are Visits, Completed, “Value of completed work” and Booked online.

   On a computer: Left menu → Reports On a phone: More → Reports

   

2. Narrow the list with Technician, and Status (Scheduled, Completed or Cancelled). Tick Include unscheduled to add visits that have no date yet.

   

3. Search for a client, team member, address or job number in Search customers, team or addresses…, and click a column heading to sort. Click a client name or job number to open it.

   

What each column shows

Scheduled (date and start time), client, Phone, Email, Property, Job, Team (everyone on the visit), Status, Type (One-off, Recurring or Warranty), Promised window, Scheduled length, Arrived (from the on-my-way tracking), Completed, Time on site, Value and Booked online.

Good to know

• A visit counts in the period by its scheduled start, as a UTC (Greenwich time) date, so an evening visit in North America can land on the next day.
• Value is before tax and after discounts, and shows only for completed visits whose invoice has been sent or paid. A one-off job’s invoices are shared across its visits; a recurring visit counts its own invoice; a warranty visit counts its warranty bill even before it’s sent.
• Arrived is only filled in when the technician’s arrival was tracked. Time on site runs from Arrived to Completed, so it’s blank when there’s no arrival. See Live tracking.
• The screen shows up to 5,000 visits. The export always has them all.

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