Watch: scheduling or skipping the visit
Swipe the screen to move between steps.
Schedule a visit
The ticket moves to Site visit scheduled. The technician can also schedule the visit from their own app.
- Open a ticket at Assigned on the web.
- Select Schedule site visit.
- Pick the Visit date. If the client gave a preferred time, it is shown under the field.
- Select Confirm.
Skip the visit
Skip the visit when the fault is clear without one, for example a repeat fault with good photos. Select Skip site visit and confirm: Skip the site visit for this ticket? The technician will submit the diagnosis remotely.
The ticket moves straight to On-site (checked in) without a GPS check-in, and the technician is notified to submit the diagnosis.
Skipping is possible only while the ticket is Assigned or Site visit scheduled, and only once.
Who can do this
Super Admins and Operations Managers. If you don't see the button, your role or the ticket's stage doesn't allow it.
Web only for office staff
Scheduling and skipping by office staff is done on the web. In the mobile app, the technician schedules from the job.
Tips
- Match the client's preferred time where you can. It is shown right under the date field.
- Skip only when the photos and complaint really are enough. The technician cannot check in on site afterwards.
Frequently asked questions
- Can I undo a skipped visit?
- No. Once skipped, the ticket waits for the remote diagnosis.
- Is the client told about the visit date?
- The client sees the booked visit on their ticket.
- Why don't I see Schedule site visit?
- The ticket isn't at Assigned, or your role doesn't allow it.
Still stuck?
Our team can look at your request or account with you.