Video Walkthrough
Step-by-step Instructions
Changing Visit Status
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:
To Do (hasn't started)
Driving (sends a notification & clocks you in)
Ongoing
Done (initiates end-of-visit workflow)
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.
To manually change or revert the visit status, tap on the downward facing carrot icon. A modal will appear that contains all of the available statuses you can update the visit to.
If you need to cancel a visit, tap on "Cancel Visit". You'll be asked for a cancelation reason and you can optionally enter a note for the dispatch team.
Canceling the Visit will take you back to the home screen and you will no longer be able to access it.
And there you have it! Those are the visit stauses.