This article will cover how a FieldCentral user can create Visits to Do in Mass/Bulk to optimize their time.
Once the user has logged into FieldCentral they will use the main menu button in the top left hand corner of the screen and select “Accounts” from the menu list.
Select “Open” on Property Search
Use the column header “Filter” feature to narrow down the list of properties you are needing to mass create VTDs. In this example we are filtering by a zip codes.
Once you have narrowed down your list of properties that you would like to mass create visits to do, you will click the drop down labeled “Mass Actions” and select “Create All Visits To Do”.
The “Visit To Do” modal will populate and the user will select which service they would like to create for all properties on their list.
Once the service has been selected, the user will select the desired Work To Do toggle and enter the proposed date. If applicable the user can also add Visit Notes and change the rate type before clicking “Save” to create the VTD in Mass/Bulk.
*Please note: The check box on the bottom ensures there are no duplicate VTD being created***
Check out the quick video!