How does the crew mark a visit Done or Skipped
How does the crew mark a visit Done or Skipped. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Today's route (it works on a phone).
- Find the stop and press Map if you need directions.
- After the work press Done, or press Skip if the visit did not happen.
Tip
The stop's status changes and the counter at the top updates. Owner / Administrator, Office Manager, Dispatcher, Sales & Estimating, Foreman, Crew Member and Driver can mark visits. With no signal the tap is saved on the device and sent later (see Work offline); the page keeps showing the old status until you are back online.