Field visits and My route

Lawn care, pest control, mobile grooming, installs and repairs on site: the work happens at the customer's door. With Field visits on, each ticket is a visit at an address on a day, and every tech gets their day as a route.

Set up a stack for visits

1. Open the stack's editor and go to Stages.
2. Switch on Field visits.
3. Click Add the usual fields. It adds Address, Visit time, Customer phone, Before photos, After photos and Customer signature, and a rule so a ticket can't close until the customer has signed.
4. Or use your own fields: pick which one holds the Address, the Visit day (the due date or a date field), the Visit time and the Phone.
5. Publish the stack.

Scheduling visits

Each visit is a ticket: set its owner (the tech), its day and time, and the address. Use the stack's calendar view to see the week, and scheduled tickets for repeat visits like monthly service.

My route

Techs open My Tickets and click My route today, or go straight to My route.

• The day's visits are in time order, numbered, with the address (tap for the map) and the customer's phone (tap to call).
• Directions for the day opens Google Maps with every open stop in order.
• Use the arrows to look at tomorrow, or another day.
• Finished visits are ticked and greyed out.

Admins and managers who can see the team can pick another person to see their route.

At the visit

• Take Before photos and After photos right from the phone's camera.
• Tick off a checklist if the job has one.
• Hand the phone to the customer to sign Customer signature, then close the ticket.