Mobile: Visit and Job Page, and Upsells

Managing the Visit

At the top of the visit page, you can control the visit timer:

• Start — begins the visit and triggers any automations set up for when a visit starts

• Pause — pause the timer if you're taking a break

• Finish — marks the visit as done

Once you finish a visit, you can either:

• Mark the job as complete — closes out the job entirely

• Add another visit — if you need to return another day to finish the work

Line Items & Upsells

In the line items section, you can add additional line items during a visit to capture any upsells. When you add one, it automatically attributes the upsell to the current logged-in user — so commissions are tracked correctly without any extra steps.

You can also edit the discount, job number/schedule, and view additional job details from this screen.

Notes

The notes tab consolidates all relevant notes in one place so nothing gets lost. You can view:

• Visit notes — specific to this visit; useful for post-visit summaries or reminders about what needs to be done

• Job notes — notes tied to the overall job

• Service plan notes — carried over from the service plan

• Customer notes — any notes on the customer's profile