Visits are individual calls assigned to you when dispatched to a customer’s home. They are the central touchpoint for managing your workflow, communicating your status with the back office, understanding the service request, and performing key tasks to ensure top-notch service, including payment collection.

In some parts of the platform still being updated, “Appointments” may be used interchangeably with visits.

The Visit Details page is accessed from either the Home page, Schedule page, or from an Account or Job Detail page.

At the top of the page you'll find the Visit Type and Job that it belongs to. The accent color next to the Job Type and Number indicates which class the job belongs to.

Beneath the Visit Type lies the Visit Status card. This is where you'll set the current status of the visit and start the timer for your timesheet.

The Visit Details page is divided into three tabs: Visit, Job, and Account. The Visit tab shows information specific to the current visit. The Job tab provides details related to the entire job, covering all visits associated with it. The Account tab presents high-level account information and the job history for the current location. If the account has multiple locations, only the content relevant to the location of the current visit will be displayed.

We'll go into more detail for each of the tabs in a bit.

Finally, let's take a look at the bottom menu. You may have noticed that the blue button in the bottom menu changed when you loaded into a Visit. The icon is now a lightning bolt instead of a plus sign.

The menu button now contains additional actions that pertain to the visit. Tap this button to quickly:

Maintaining your status in Breezy is crucial. It keeps the dispatch team informed of your progress, notifies the customer when you’re on the way, clocks you in for accurate pay, and helps you wrap up any final tasks when completing a job.

The four statuses are:

Updating the status to "Driving" will prompt you to notify the homeowner that you are on the way.

Once a Visit is active (Driving or Ongoing), the timer for your timesheet will start. You'll be able to see the start time and current duration. You can start and stop the timer at any time.

If you tap on the downward facing carrot icon, you'll see that you can select an option for canceling the visit. Selecting this option will ask you for a cancelation reason.

Canceling the Visit will take you back to the home screen and you will no longer be able to access it.

The Visit tab is your go-to section for understanding your current visit. It provides an overview of the customer, your company’s history with them, and the key sections and content needed to complete the job.

Here’s an outline of each section and its purpose:

Details: Shows essential logistical information such as the date, assigned time, arrival window, address, and point of contact.

It also includes access to “Service History,” summarizing the job history over the last 18 months.

If the customer is a maintenance plan member, you'll be able to see which plan they are on and the visit credit being consumed.

Additionally, you’ll find job summaries, visit descriptions, and job tags added by the CSR or dispatcher.

Action Items: Highlights critical tasks that need completion, such as checklists.

Checklists can be completed at any point during the visit or as part of the end-of-visit workflow when completing the visit.

Equipment: Lists any equipment recorded for the account’s location. You'll be able to see the model number, serial number, equipment age, and installation party.

Invoices: Displays any invoices created during the visit. You'll be able to see the invoice number, status, issue date, preparer, and a preview of the line items.

Estimates: Shows any estimates generated during the visit. You'll be able to see the estimate number, status, created date, preparer, and a preview of any options and their line items.

Wisetack Financing: Shows any pre-qualification or financing applications that the customer has applied for.

Tap on the "+" button to send an application to the customer.

Internal Notes: Contains notes made during the visit. You'll be able to see who entered the note and the date and time.

Photos: Displays an album for the job. It displays photos added as part of the job.

Tapping into an album will allow you to view any photos that have been added.

Files: Displays any files uploaded for the job.

The Job tab provides similar information to the Visit tab but compiles data across all visits associated with a job. This is especially useful for larger jobs that require multiple visits.

Here’s a breakdown of each section and its purpose:

Details: Displays key logistical details, including the date, assigned time, arrival window, address, and point of contact. It offers access to the “Service History” summarizing job history over the past 18 months and notes if the customer is a maintenance plan member.

You’ll also see job pipeline status, job summaries, visit descriptions, and tags provided by the CSR or dispatcher.

Past Visits: Lists all previous visits for the job.

Equipment: Lists any equipment recorded for the account’s location. You'll be able to see the model number, serial number, equipment age, and installation party.

Invoices: Displays any invoices created during the job across all visits. You'll be able to see the invoice number, status, issue date, preparer, and a preview of the line items.

Estimates: Shows any estimates generated during the job across all visits. You'll be able to see the estimate number, status, created date, preparer, and a preview of any options and their line items.

Internal Notes: Contains notes made during the job across all visits. You'll be able to see who entered the note and the date and time.

Photos: Includes displays an album for the job. It displays photos added as part of the job.

Files: Displays any files uploaded related to the job.

The Account tab offers insight into essential account-related information, providing an overview of account details, historical data, and content tied specifically to the location of the current visit. This ensures you see only relevant information for the visit’s location and not for other locations linked to the account.

Here’s an overview of each section and its purpose:

Details: Highlights key account information, including customer scorecards for lifetime value, total number of jobs, average job ticket value, and the date of the last job. It also shows when the customer was first onboarded, their lead source, and any account tags.

Contacts: Lists all contacts associated with the account, along with their contact details.

Internal Notes: Displays all internal notes related to the account.

Photos: Shows all photos associated with the account.

Files: Contains all files uploaded for the account.

The following sections provide details specific to the current job’s location, but at the account level:

Jobs: Lists all historical jobs recorded for the account at this location. You'll be able to see the created date, completed date, invoices, estimates, payments, and visits associated with the job.

Maintenance Plans: Lists all maintenance plans associated with the account at this location. You'll be able to see the plan type, status, remaining visits, billing frequency, billing anchor date, activation date, renewal or expiration date, covered equipment, and the plan cost.

Invoices: Displays any invoices created across all historical jobs for this location. You'll be able to see the invoice number, status, issue date, preparer, and a preview of the line items.

Estimates: Shows all estimates across all jobs for this location. You'll be able to see the estimate number, status, created date, preparer, and a preview of any options and their line items.

Equipment: Lists equipment recorded for the account at the location of the current job. You'll be able to see the model number, serial number, equipment age, and installation party.

Once you’ve finished the necessary work for the visit (or for the day if more work remains), it’s time to complete the visit.

To do this, tap the blue “Mark as Done” button in the status card or use the dropdown (carrot) icon to access the change status options.

If there are required checklists, they will appear for you to complete.

Tap “Next” when you’re ready.

The “Next Steps” workflow will guide you through a few questions to ensure everything is finalized and allow you to request a customer review.

If all on-site work isn’t completed, select “No” and provide additional details for the back office.

If all work is complete, select “Yes” and choose whether to send a review link to the customer. Options include displaying a QR code for scanning or sending the link via SMS or email.

You can also add a note for the dispatch team, which will be recorded as a job note.

Tap “Complete” to finalize the visit.

The visit status will update on the Visit Details page, showing the completion date and time. You can reset the status by tapping on the downward facing carrot icon and selecting a different status. The timer will also display the start time, end time, and total duration for the visit.

On the Home page, the completed visit will be marked accordingly, making it easy to distinguish from other visits for the day.

And there you have it! That concludes this guide for managing and completing Visits.