Where it lives
Sidebar → Jobs for the overall work. Today or Calendar → the scheduled visit for field actions.
Run the field visit
- Create or open the job, then schedule the visit and Assign crew when needed.
- Before leaving, use On My Way so the customer can receive the ETA message.
- At the site, tap Begin Visit; use Navigate, Call, Text, photos, and Add note as needed.
- When the field work is finished, tap Done and complete the closeout questions.
- Continue from the job when it is Ready to invoice.
Job versus visit
A job is the overall piece of work. A visit is one scheduled trip for that job. One job can have more than one visit.
What happens next
Completing the visit updates the work state, while the job remains the place to handle pricing, additional visits, closeout, and invoicing.
Good to knowReschedule or cancel the visit when the trip changes. Do not create a second job just to move the appointment.