If the job you are scheduling requires an additional visit, you can select Site Visit to schedule the next occurrence. If you are completing a job that will span multiple weeks or months we encourage you to use Projects within FieldPulse.

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

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.

Note: Site Visit Notes will be included on Job templates and will also appear in Site Visit reporting.

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