Visits and the daily digest
Plan the month's visits, remind customers on WhatsApp, record completed work with photos and read the morning digest.
Open Visits. Due this month lists only visits due in the current month, grouped by technician. Other tabs: Overdue, By month, Upcoming and Completed. Use All technicians to show one person's visits.
Remind the customer. WhatsApp opens WhatsApp in a new tab with the customer's number and a message filled in: customer, service, site, due date and technician. Review it and press send yourself. The app never sends WhatsApp messages on its own.
Complete a visit. Click Complete, check the date and technician, edit Work done (it comes filled in with the usual checklist for that service), add Parts used and attach photos. Click Mark completed.
The visit moves to Completed. The contract's other visits stay as they were. To see the photo, use View on the completed visit.
Reschedule when the customer asks for another date. Enter the new date and a reason. The visit moves to its new month.
A visit still scheduled after its due date shows as Overdue on the Visits page and on the dashboard.
The daily digest
Every morning at 07:00 IST the app owner gets a digest by email and as an in-app notification (the bell at the top right). It lists overdue visits, visits due in the next 7 days, contracts expiring in 30 days, open calls and the outstanding amount, so you can plan the day before opening the app. The email is sent from the owner's connected Gmail account, so connect Gmail once to get a clean digest email.
Troubleshooting
The digest email starts with an error line. Gmail isn't connected, so the platform mailer sent it instead. Connect Gmail once and the next digest comes from your own account.