Before you start
A visit opens on its day. One booked for another day says it opens on the day.
- On Today, tap the next visit's card, or Open visit. Navigate opens directions in your maps app.
- Read the visit: the time, any hazards, Access, Job notes, and Notes on this visit. Last visit shows what was noted last time, and View … previous photos shows its photos.
- If there's a gate code, tap Code, then Reveal code. It hides after 30 seconds, or straight away with Hide code.
- If a form is listed above the visit's details, such as a safety check, fill it in first. If it says Needed before you start, tap Fill it in now.
- Tap Start visit when you get there. It saves on the phone, and no location is taken.
Need the customer? Tap Call and their first name.
What happens next
The visit shows Started at and the time. Complete visit is now at the top of the screen, away from where Start was, so a double tap can't finish the visit by mistake.
If something goes wrong
- The gate code doesn't open the gate: tap Gate code didn't work. It saves the visit as No access, so the office can fix the code.
- “This code isn't on your phone”: codes come to the phone for today and the next three days. Try again when you have signal.
- “We couldn't get the code”: try again.
- “This visit isn't on your phone”: it may have moved to another day or cleaner. Pull down on Today to check for changes, or ask the office.
- No Start visit button: a form has to be filled in first, or the visit is on another day.
Who can do this
Cleaners on their own visits, and owners and managers working their own visits. Gate codes show only for your own visits.
Still stuck? Send us a message.