Add, edit, or disable visit types
Visit types label the kind of work on a job, a recurring service, or an internal schedule block—for example, Inspection or Repair. Users with Settings access can view the page. Adding, editing, disabling, and creating an inline group type require Manage GPS & Scheduling Settings.
Use Add visit type and enter one name, or enter several names separated by commas. Choose one or more Asset group types. Essential creates every requested name for every selected group type and skips an identical active pair that already exists. Miscellaneous creates a general visit type that is not tied to an asset group type.
If the group type you need is missing, choose + New group type, name it, and select Create. The new group type is selected immediately.
Most visit types should leave Requires a property to schedule turned on. Turn it off only for blocks like Tech Unavailable, where you are scheduling technician time with no customer, property, or job. No-property visit types hide property-scoped fields such as contacts, reminders, expected asset group inspections, and job inventory, and technicians cannot clock into them on mobile.
You can rename a visit type later. If a visit type is already used by scheduled visits or recurring services, its asset group type and property requirement are locked. To change either one, disable the old visit type and create a new one.
Disabling a visit type removes it from scheduling and recurring-service pickers. Existing visits and recurring services that already use it keep working, and disabled visit types remain visible in a read-only Disabled visit types section.
This page defines the visit types themselves. The Service Visit Types page is separate: it maps services to existing visit types so inspection reports and recurring services know which service completions match.
Where to find it: Settings -> Scheduling -> Visit Types
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