Work a visit from start to finish

A visit is one trip to a customer for a job. Everything you need for it lives on one screen, and one big button at the bottom moves it along: On my way, then I've arrived, then Complete visit.

#Before you leave

Open the visit from Today. The Overview tab shows:

• The time, the job number and the job type
• Call, Text and Navigate buttons. Navigate opens Apple Maps or Google Maps.
• The customer's name, marked Member if they have a membership. Tap it to see their contact details, properties and recent jobs.
• Location, with gate codes and access notes highlighted, plus any instructions from the office
• Equipment at the property, with brand, model and age

#Step through the visit

1. Tap On my way when you head out. Homeforce works out a drive time and texts the customer your ETA, if your company has the "on my way" text turned on. Your driving time starts.
2. Tap I've arrived when you get there. Your on-site time starts.
3. Do the work, and fill in the checklist, photos and notes below.
4. Tap Complete visit. Your timers stop and the job's status updates for the office. If your company has the job-completed text turned on, the customer gets a wrap-up message.

After you complete it, the Overview tab shows a "Visit complete" summary: checklists done, photo count, the estimate and the invoice balance.

#Checklists

If the visit has no checklist yet, tap Start followed by the checklist's name. Flip the switches for check and pass/fail items, and type answers for text and number items. Items marked * are required. When everything's done, tap Mark checklist complete. You can't mark it complete until every required item has an answer.

#Photos and notes

On the Photos & Notes tab:

1. Under Before, During or After, tap ＋, then Take photo or Choose from library.
2. Under Notes, type a note for the office and tap Add note.
3. Under Visit write-up, fill in "What you found" and "Work performed (customer-facing)", then tap Save write-up.

#Customer signature

At the bottom of Overview, under Customer sign-off, hand the phone to the customer to sign with a finger. Tap Clear to start over, or Save signature when they're done.

#Your time

The Time tab shows your shift (with Clock in and Clock out) and the driving and on-site time logged on this job.

Everything on this screen still works with no signal. Changes are saved on your phone and sent when you're back online. See Work offline.