Add important information on your visits

Here are 3 ways to add important information about your visits:

1️⃣ Put a label on your visit

For more details: Adding a label to a work/visit order

2️⃣ Put a note on the address of the intervention site

For more details: How to add an address note on the tour tile

3️⃣ Add an internal comment to your visit

For more details: Making visit notes visible to multiple employees

Here's an example: Suppose you were to specify that the time of this visit must be strictly respected by your technicians. The employee will be able to view this information directly on the visit tile from his or her cell phone.

Here's how to see the visits with precise information for your planning:

Using the filter button by label in the Planner of your Calendar

Using the Label column in the visit tab
Looking on My day tab

Create a visit from a client request in your dashboard

Create a visit / work order

Add a signature on a work order / visit

Add notes on the tiles of the visit

Modify or add the resource assigned to a visit