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Create a visit from a client request in your dashboard

Visits and work orders are created simultaneously and automatically scheduled to speed up your planning.

Stella Marques avatar
Written by Stella Marques
Updated over 10 months ago

With Plannit, you can make a visit in just a few clicks, directly from your application.

Here are the steps to follow:

  1. Click on your customer's request.

  2. Read the description of your customer's request.

  3. Click on the "+VISIT" button.

  4. The visit will be instantly added to your agenda.

  5. Your technician will receive the information on his mobile at the same time.

More informations regarding visits:

How to repeat visits

Timesheets: How to track the time spent on a visit/job (single employee)

Make visit notes visible to multiple employees

Related Articles
Add an invoice from a Work order / Visit
Track the time an employee spends on a visit / job
Manage your timesheet
Navigate into the Calendar and assign jobs to your employees
Add important information on your visits
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