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”.
If the visit is marked as "Complete":
A final review of the visit will pop up on the screen, if payment options are enabled through the Stax add-on you will now be able to tap the payments button to take a credit card payment from the field.
Once “Payment” is selected, the user will be provided the option to select which contact from the properties list of contacts they wish to use.
If payment information is already saved, the user is able to simply select “Pay Now” on the appropriate payment option and proceed with the transaction.
Otherwise if the user would like to send the contact a payment link, they would simply select which email address or phone number they would like to send the payment link to and then confirm when ready to send.
If a payment was applied or that step was skipped and you tapped ok on the Visit Summary screen instead, the crew will then "Web Sync" in order to send all updates back to the office.
If you are interested in the Stax payment feature, click here to find out more information.
Or if already setup and you want to learn more in depth on how the payment feature works from the mobile app you can also visit this article:
https://portal.fieldcentral.com/knowledge/field-app-mobile-payment/payment-links
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