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Complete a visit on the mobile app

Step-by-step workflow from navigation to time tracking to marking complete.

When the work's done, you close out the visit right from your phone — no trip back to the office.


Open the visit

Tap a visit from your Hub or Calendar to open its work order — the client, the schedule, and everything about the job.

A visit work order on mobile with client details and the Timer, Photo, ETA, and Mark done action bar

The action bar across the bottom has everything you need on site:

  • Timer — track the time you spend on the visit.

  • Photo — snap job-site photos.

  • ETA — send the client an on-my-way update.

  • Mark done — finish the visit.


Mark it done

Tap Mark done and choose what happens next:

The Mark done sheet with Mark done and Create invoice options
  • Mark done — marks this visit as complete.

  • Create invoice — marks it done and starts the invoice in one step.

Completed work flows straight to the office — it shows up in Ready to invoice on the web Hub.

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