Completing the visit

Modified on Tue, 12 Mar at 9:20 AM

Once we have completed all required activities for this visit – we can press “Complete job” – 


If the user hasn’t completed any appliance activities (or non-appliance activity) – the user will be reminded that for Gas or Oil jobs, there must be one activity logged on the visit. 


For Gas, if no Tightness Test has been completed, the user will also be asked if a tightness test is required



 The user will then be shown the time taken to complete the job – depending on your organisation’s preferences, the option to change the completion details may not be available. 


These times are calculated from when the user pressed “Start the job” to complete the job. 


To proceed, press “Continue”.


We then can update any of the customer’s details if required, or mark them as “Customer not present” – for example, void property visits.


Finally, if the customer is present, we can take a signature and optionally (if enabled) a satisfaction rating. 


Once both have been completed, we can submit the visit to the server. 


The visit is now complete, and the certificates generated for the administration team.


 




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