In this article we will cover how a crew would finish a visit out in the field using the FieldCentral Field app.
Knowing how to mark a visit as finished (either complete or incomplete) is just as important as knowing how to start a visit to ensure accurate records and service.
If you havent already, be sure to review Field App articles: App Set up, Starting the day/Dispatching, and Onsite.
When the crew is ready to finish a visit, they will tap “Time Out”
The user will be asked to verify if the visit has been completed or if it is still incomplete.
- If the user selects complete, this communicates that the job is finished and the customer is ready to be billed for the work. The user will be provided a final opportunity to add remarks and be asked to complete any assessments necessary before finalizing the visit has been completed. For details on how to process payment or send payment links in the field, please click here.
- If the user selects Incomplete, this communicates that the job is not done and will need to come back another day to finish.
For this article, we will show the exception case : Incompletes.
When the user taps that the visit is incomplete, they will be directed to provide a reason for the incomplete job.
In addition, they will be provided with one last opportunity to provide or edit remarks.
“Canned Remarks” is also available for both text boxes in this stage.
If the company requires a user signature, one will need to be provided here.
Once ready to proceed, the user will click “Done”.
If an assessment has been tied to this visit, the assessment would be triggered at this point for the tech to answer some questions regarding the property/visit.
Once the user has completed all fields they will tap “Done”.
A final review of the visit will pop up on the screen and then the user will be directed back to the main screen.
The crew will then "Web Sync" in order to send all updates back to the office.
Now that the visit has been finished, the crew is ready to tap on their next job and begin the process again.
SPANISH DEMO VIDEO