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Create a visit from a client request in your dashboard
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 5 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
Manage your timesheet
Navigate into the Calendar and assign jobs to your employees
Create a visit / work order
Add important information on your visits
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