Any actions that need to be taken will be shown as individual buttons under the Actions heading.

 

The most common action will be to complete a visit. When a visit has taken place, photos have been uploaded and notes made, it is essential to add details of the visit itself which is done at the top of the photos page. See the photos page for more details. Only completed visits will appear on reports, invoices, and time sheets.

 

If you have a shortcut to a job that needs to be completed you will also see a red notification on the shortcut itself. See job shortcuts for more details.