A job visit is a scheduled appointment connected to a job. The job is the overall scope of work; visits are each time your team goes to the property to do that work.
Visit types
Fieldified supports three practical visit types:
- Scheduled visit: Has a date and start/end time.
- Anytime visit: Has a date but no specific time.
- Unscheduled visit: Has no date or time yet.
Edit the visit’s date and time settings to move between visit types.
Create visits
Visits are created when you create a job, edit a job schedule, or add a new visit from an existing job.
Open Jobs to create or edit job visits.
Scheduled visits
Use scheduled visits when the client or team needs a specific appointment time. Add the date, start time, end time, team members, instructions, and line items.
Anytime visits
Use anytime visits when the work needs to happen on a day but the order can be decided by dispatch or route planning. Anytime visits are useful for route-based work.
Unscheduled visits
Use unscheduled visits as placeholders when the job exists but the visit date is not ready. Unscheduled visits appear in the unscheduled panel so dispatchers can schedule them later.
Add new visits
To add another visit:
- Open the job.
- Go to the visits section.
- Choose New Visit.
- Add the visit schedule, team, instructions, and line items.
- Save the visit.
You can also duplicate an existing visit from the schedule when another visit should carry the same client, property, job title, instructions, line items, and team assignment.
Visits on the schedule
Click a visit on Schedule to see:
- Visit title.
- Completion status.
- Client and job link.
- Assigned team.
- Property address.
- Start and end date/time.
- Line items.
- Notes.
- Checklist status.
Use Edit to update the visit or View Details to open the full job.
Visit details
Visit details can include:
- Client name.
- Property address.
- Phone number.
- Directions/map.
- Visit instructions.
- Job number.
- Assigned team.
- Reminders.
- Line items and quantities.
- Client contact details.
- Notes linked to the visit or job.
- Checklists attached to the job or visit.
Delete a visit
Open the visit from the schedule or job, then use More Actions and choose Delete. Review connected checklists, notes, time entries, and invoice reminders before deleting.
Send a rescheduling notification
When you move a visit, choose whether to notify the client by email or text. Review the message before sending.
For recurring jobs, a rescheduling notification applies to the individual visit you changed.
Custom visit line items
Use custom visit line items when one visit needs different products, services, quantities, or charges from the main job.
Examples:
- Extra materials on one visit.
- One-time service add-on.
- Quantity changed for a specific appointment.
- Per-visit billing that should transfer to a visit invoice.
Custom visit line items should be reviewed before creating invoices.
Update future visits
When editing a visit, choose whether changes should apply only to that visit or to future visits. Future-visit updates can include:
- Time of day.
- Repeating schedule.
- Assigned team.
- Line items.
Use this carefully when visits already have custom instructions or line items.
Assign visits
Assign team members when creating the job, editing the job, or editing a specific visit. Assigning at the visit level changes only that visit unless you choose to update future visits.
Mark a visit complete
Mark visits complete when work is finished. Completion helps:
- Keep jobs from appearing late.
- Trigger invoice reminders when configured.
- Keep visit, job, and invoice reports accurate.
- Help dispatchers focus on remaining work.
When completing a visit from the schedule, schedule a follow-up visit if the team needs to return.