Skip to main content

Log a visit to an order

As a head office user or unit user you can log the visits for the engineers.

R
Written by Rubin Muresan
Updated over 2 months ago

If an engineer attends the site to complete an order but cannot log the visit from their device, you can help them by logging the order for them.

To log the visit as a head office user, please follow the steps below:

  1. From the Home view, select a unit.

  2. In Current Orders, select the order that needs to be logged.

  3. Click Log a visit.

  4. Fill in the details of the order.

  5. Click Confirm.

To log the visit as a unit manager:

  1. In Current Orders, select the order that needs to be logged.

  2. Click Log a visit.

  3. Fill in the details of the order.

  4. Click Confirm.

Did this answer your question?