Dashboard shows the information available to your role. Some field roles see My visits directly; people with wider Business access can also see money, active Projects and work needing attention.
1. Open your Visits
- Open Dashboard.
- Choose My visits if the Business overview is shown. You can also find it in More.
- Check the date and select the attendance you need.
- Read its details and open the Project when you need the wider work record.
2. Check changes before setting off
Review the current time, location and assigned people. Reconnect if the schedule may have changed since you last opened it.
3. Record actual time
Use the Visit’s Record time action when recording time worked. Review the proposed date and duration before saving; the booking length is not proof of actual time.
Follow mobile time recording.
If the list is empty
Check the date, Business and your team assignment. An empty day, an account without a linked Team entry and a failed load are different situations. Follow the message shown rather than creating a duplicate Visit.