Visit on the day
Workflow 11 · My Day · Brief of Works · Start work · Complete visit
On the day the operative's phone shows today's visits in order, the Brief of Works for each home, and three big buttons: Start work, Evidence, Complete visit.
Times are stamped as they happen, and a visit cannot be completed without a photograph the server has received.
- Operative assigned to today's visit
- Phone signed in to the field app
Operative
Completed
Operative
7Step 7 of 7 · workflow step 06
- End time stamped
- Start timesheet
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The system does this
- Tell the office that the visit waits for approval
- A visit that cannot go ahead is reported with Report failed visit and a reason (no access, cancelled on arrival or other); Failed is final and the office books a replacement
Check
Visit Completed with photographs and notes; the office notified
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