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Manage an unfinished visit for follow-up at a later date
Manage an unfinished visit for follow-up at a later date
Brigitte Chouinard avatar
Written by Brigitte Chouinard
Updated over a year ago

Here are the steps to follow if you need to reschedule a visit that is not completed or if you need to return for a follow-up. By following the steps below, you will ensure that you keep all documents associated with the job in the same project, no matter how many visits are associated with it:

  • Select the original visit from the grid

  • Click on the Actions button

  • Click on Repeat Visit button

  • Set Repeat every 1 day

  • Choose the date of the follow-up

  • Set Ends on to After 1 visit

  • Click on Save

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