Get the details you need the first time.
Choose what your team must record for each kind of work. Ask for the notes, photos, or forms you need before a visit is marked done.
What comes back from the field
No more one-line visit notes.
When the app knows what each kind of visit needs, the tech can’t close the stop until it’s recorded.
Without rules
- “Checked trap.”
- No photo, so nobody knows what was in it
- A call to the tech to ask what happened
With a trap-check workflow
- Which animal was in the trap, if any
- The photos you require, at least as many as you set
- Customer signature when the visit needs one
Set it once
Rules for each type of visit.
- Set notes, minimum photo counts, signatures, and minimum on-site time by task type.
- Use conditional form questions so technicians see the questions that apply.
- Require a specific inspection report or treatment log for the visit.
A trap check asks for the animal and a photo. An inspection asks about entry points and damage. Questions that don’t apply stay hidden.
Creating the visit
The steps a dispatcher walks through.
Pick the steps, put them in order, and give different visit types their own flow.
- 1
Type
Choose the kind of visit and its stop reason.
- 2
Details
Instructions, plus any custom form you add.
- 3
Schedule
An appointment, an all-day visit, or route work.
- 4
Assign
The technician, or leave it for dispatch.
- 5
Review
Check everything before it’s created.
Real screens
See how a visit type is set up.
Tap the highlighted spot, or use Next.Step 1 of 2
Supervisor review
New tech? Check the work before it counts.
Send chosen visit types to a supervisor first. Billing, inventory and other completion steps wait until the work is approved.
- Review authored task revisions when instructions or assignments change.
- Use final work signoff for purchased project scope rather than a generic completion signature.
Part of Customers & Jobs
Complete records feed everything downstream.
What the tech records flows into the job, the report, the invoice and the customer’s history.
What happens here
Task Checklists
- 1Required notes, photos & forms
- 2Custom steps & stop reasons
- 3Approval, history & signoff
Same customer, same job, same record.