We get it, running a service business means juggling a lot of moving parts. Site Visits let you schedule additional appointments tied to a single job, perfect for follow-ups, multi-day installs, or any work that takes more than one trip. Instead of creating separate jobs every time your team needs to come back, you keep all the visits organized under the parent job, with their own dates, teams, notes, and statuses.

You can add a Site Visit while creating a new job or after the job already exists. Open the job record, scroll to Add Site Visit, and fill in the details in the pop-up.

In the pop-up window, you can add the following information:

Press Save to add the site visit to the job record and schedule. If you need to add additional site visits, repeat the process.

When you create or edit a site visit, FieldPulse automatically checks for overlaps against every scheduled job/site visit on your calendar. You'll see a Check Scheduling Conflicts button on every site visit record, so a tech won’t accidentally get scheduled for a job and a site visit at the same time.

The Booking Portal picks this up too. When customers book online, availability now factors in both jobs and site visits, so they only see slots that are truly open.

Rather than copying & pasting and clicking back and forth between records, you can insert site visit notes directly into estimates and invoices.

Here's how to use it on an Estimate or Invoice record:

Rather than copying & pasting and clicking back and forth between records, you can insert site visit notes directly into estimates and invoices.

Step 1: On the Estimate/Invoice record, scroll down to the Estimate Notes and click the insert button.

Step 2: Select the notes you want to insert.

You can multi-select any combination of notes and every selected note drops into the notes field at once.