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Site Visits
Updated over a week ago

If the job you are scheduling requires an additional visit, you can select Site Visit to schedule the next occurrence.


Site Visit: Existing Job

To add a site visit to an existing job, begin by entering the job record and scrolling down to Add Site Visit.

Click on Add Site Visit

In the pop-up message, you can rename the site visit, set a date/time for the visit, and assign team members. Press Save to add the site visit to the job record and schedule. If you need to add additional site visits, repeat the process.

Click on Save


Site Visit: New Job

To add a site visit to a new job, begin by creating a job record and scrolling down to Add Site Visit.

Click on Add Site Visit

Below the scheduling details for your initial job, you can add details for your site visit. You can rename the site visit, set a date/time for the visit, and assign team members. If you need to add additional site visits, repeat the process.

Click on Site Visit #2

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Have additional questions?

Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

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