Run a visit: on my way, arrived, done

Open the visit and tap the big button at the bottom as you go: On my way when you leave, I've arrived when you get there, and Complete job when you're done. Quoti texts the client, tracks your time on site and can start the invoice.

Open the visit

• From the Schedule tab, tap a visit, then Go to visit.
• From a job, tap the visit under Visits, or tap Go to visit.

The visit screen shows the client, the address and how far you are, what's included, answers from the booking, team notes, and a map with Get directions. Use the phone and text buttons next to the client's name to reach them. If Quoti Ai is on, a QUOTI AI HEADS-UP card can list things to know before you go, like a gate code or a dog.

1. On my way

1. Tap On my way.
2. Read the text the client will get. Tap it to edit it.
3. Tap Send text & start driving. Quoti sends the text and opens the address in Google Maps.
4. Or tap Start driving without texting.

If the client has no phone number, no text can be sent, but you can still start driving.

2. I've arrived

Tap I've arrived when you get there. This starts the clock on the visit, and the screen shows On site since and the time.

3. Complete job

1. Tap Complete job. The Wrap up this visit sheet opens.
2. Tap Complete & create invoice to close the visit and open a new invoice right away.
3. Or tap Complete only to invoice later. Tap Not yet to go back.

The time between I've arrived and Complete job is added to the job. The job shows it as On site, next to the estimated time.

Add notes and photos

• Under Notes, write a note for the team and tap Post.
• Tap Add photo to take photos or videos. They save to the visit's notes.
• Tap a photo, then Mark up photo to draw on it or add a label, and tap Save.
• Tap a note to edit it or turn on Show photos to client.
• Under What's included, tap Add to add a service, an add-on or a custom line item.

Made a mistake?

Under the status steps, tap Undo On my way, Undo arrival or Reopen this visit, then confirm. A text already sent to the client can't be unsent.

Tips

• Behind schedule? Running late? Tell and your next client's name shows on the visit while you're on the way or on site.
• If the client texts to cancel or move the visit, a banner at the top shows their message with Cancel visit, Reschedule and Dismiss.

Related articles

• Tell a client you're running late
• Let clients see when you're on the way
• Create and send an invoice
• Reschedule a visit