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How do I schedule a visit?

Schedule visits from a job, from the calendar, or on mobile.

T
Written by Taj Shahrani
Updated yesterday

From a job: Open the job > Add Visit. Set date, time, assign team members, add notes, and save.

From the calendar: Click an empty time slot. Select the job/client, fill in details, and save.

Mobile: Visits appear on the Calendar tab. Swipe a visit card for quick actions (complete, reschedule, cancel).

Visits support all-day scheduling for jobs without a fixed time.

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