Watch: booking a site visit
Swipe the screen to move between steps.
Step 1 of 4
In the app
- Open the job from the Jobs tab.
- Select Schedule site visit.
- If the client gave a preferred time, the screen shows it, and the picker opens on it while it is still ahead.
- Choose the date and then the time.
- Select Schedule site visit.
On the web
- Open My jobs and select the job.
- Select Schedule site visit. A Visit date field opens below the buttons, with the client's preferred time above it if they gave one.
- Choose the date and select Confirm.
The web field sets a date only. Use the app when you want to book a specific time.
After you book
The job moves to Site visit scheduled, and the date appears on the job under Scheduled for. The client sees the visit date on their request. On the day, check in when you arrive.
If plans change
A visit is booked once. There is no screen to change the date afterwards. If you need another time, agree it with the client and let the office know. You can still check in when you arrive.
Tips
- Match the client's preferred time where you can; it is shown right above the picker.
- Book the visit as soon as you get the job, so the client knows when to expect you.
Frequently asked questions
- Why can't I check in on a new job?
- Check-in becomes available only after the visit is booked. Select Schedule site visit first.
- Can I change the visit date after booking it?
- Not in PrimeFix. Agree the new time with the client and tell the office; you can still check in when you arrive.
- What if the office skipped the visit?
- Then there is nothing to book. Submit your diagnosis remotely from the job.
Still stuck?
Our team can look at your request or account with you.