Use a Visit for an attendance such as a survey, measuring up or discussing the work. It belongs to the Project even when the price has not yet been agreed.
1. Open the work
Open the existing Project. If the request is still a Lead, use Start a Project first. You can also create a Project directly.
2. Add the Visit
- Open Visits and choose Add visit.
- Give it a name that explains the purpose, such as Measure for replacement windows.
- Enter the description, date and time.
- Check the location and assign the people going.
- Save and check the attendance in the Project’s Visit list or Team Calendar.
Use the Business’s displayed time zone when confirming the booking with the Customer.
3. Record the findings
Add notes and files to the Project and record time on the Visit. Prepare the Estimate or Quote as a separate action when you have the information you need.
A Visit does not need a handover or signature. Saving notes does not agree a price with the Customer.
For changing a date, crew or cancelled attendance, follow book and manage Visits.