Visit

Overview

Visit document describes each visit to client.

Visit - Desktop view

Visit - Mobile view

Comments added to the service, by Users(Adminstrator or Technician).
Photos attached to the service, by User(usually Technician).
IN WORKPLAN a button that will open the visit in assigned user Workplan.

Visit - Info Pane

Name of the visit.
Zip Code shows zip code for the client's address.
Type selects type of the visit:
- DIAGNOSE - First visit of the service. Usually to diagnose the problem, however it may happen that problem is resoled, so this might be last visit as well.
- WORK - Just another visit, not DIAGNOSE, not COMPLETION.
- COMPLETION - Last visit of the service. Usually to make the problem resolved.
Client this visit is assigned to.
Service this visit is assigned to.

Visit - Appointment Pane

Date/Time for visit beginning. This can be interpreted as approximation From-To.
User who is going to make the visit.
Duration is approximation for long the visit will take. It includes any delay in Technician arrival.
Dispatch a button that will open Client address on the map.

Visit - Status Pane

Start indicates when visit has begun.
End indicates when visit has ended.
Missed indicates when visit has been marked as missed.(Going to address but nobody home)
Canceled indicates when visit has been marked as canceled.(Usually by a phone call from client)

Visit - Appliances Pane

This is where all parts/items used in Visit are accounted. Clicking on each of the parts, will open dialog for Part editing described below.

Admins and Technicians will see Parts differently. See below.

as Admin

as Technician

Visit - Parts pane

Stock shows whether the part is in stock. Used to track which parts are available, and which need to be ordered.
Installed shows whether part is already installed on the Client.
Name is the part name.
Part # is the part model number.
Qty is quantity for the part.
Buy Price is buy/supply price. Assigning Buy Price usually means that the part is ordered/in stock.
Markup,% is markup added. Default value can be set in Settings. Calculated as: Markup = (Buy Price * Markup,%) / 100 * Qty
Sell Price is part selling price without tax. Calculated as: Sell Price = (Qty * Buy Price) + Markup
Tax tax State Tax added. Default value can be set in Settings
Price is the final selling price with tax added.
Sum of Buy Price is all buy prices summed.
Sum of Markups is all markup values summed.
Sum of Sell Price is all sell prices without tax summed.
Sum of Taxes is all tax values summed.
Sum of Prices without Excluded is all final prices without Excluded ones summed.
Sum of Excluded Prices is all final Excluded prices summed.
Incomplete parts are marked with RED background. Incomplete parts don't have Buy Price set.
Excluded parts are marked with RED text.
Deletes selected part.
+1 adds new part. See below

On click of 20. above, a dialog appears allowing add/edit of single part.
Visit - Part Add

Stock toggles whether the part is in stock.
Installed toggles whether the part is installed.
Excluded toggles whether the part is exluded from the insurer covered items, and will be paid by the Client.
Name is the name of the part.
Number is the part number. Optional
Qty sets the part quantity. + and - buttons can be used for increase/decrease the value. Optional
Buy Price sets the part buy/supply price. Optional
Markup sets the markup percent. Optional
Sell Price shows the calculated selling price without tax added.
Tax shows the calculated tax value for the part.
Final Price shows the calculated final price with tax added.
Inventory shows if part is available in warehouse. See below
Save saves the modifications.