See your visits in the mobile app
The Visits tab shows work assigned to you. Use the Day, Week, and Month controls at the top to change how the schedule is displayed.
Day view
Day view groups visits by status: On My Way, In Progress, Scheduled, and Completed. Pull down to refresh the list. If you are actively clocked into a visit from another day, the app keeps that active visit visible so you can get back to it.
In standard training, technicians are told to refresh the Visits screen when they have internet access so the app has the latest data before they go into the field. Depending on your configuration, the date picker may let technicians look ahead to upcoming scheduled work.
Physical Items
In the Day list, Physical Items combines physical items from the planned Parts, Labor & Items on your assigned jobs. Quantities for the same catalog item are added together. A job with several visits on the selected day is counted once. Services, labor, and custom items without a catalog type are excluded.
Tap an item to see its code and the quantity needed for each job. Tap a job to open its visit. Tap the Physical Items heading to collapse or expand the checklist.
Check items off as you load them, or use the list without checking anything. Checkoffs are personal to your technician account, selected day, and device; they also work offline after the schedule has loaded. They do not record item usage or affect clock-in, job completion, or inventory. A changed quantity or job allocation clears that item's checked appearance so you can review it again.
If no physical items are planned, the card shows No physical items planned. Pull down to refresh after the office changes a job's plan.
If saved checkoffs are damaged, the app asks you to check the loaded items again. You can keep using the checklist; your next checkoff saves a fresh record.
Week and Month views
Week and Month views help you jump to another date. Select a day to return to the visit list for that date.
Looking at past days
By default the schedule starts at today. If your office sets Days in the past technicians can see in Settings -> Team -> Technician App -> Scheduling, you can also navigate back that many days (or without limit) in the Day, Week, and Month views — for example, to reopen an earlier visit, clock in to finish its work, or correct its summary. Days before the allowed window stay grayed out.
Visit cards
For visits with two or more assigned technicians, the card lists all of their full names, including your own.
Each card shows the scheduled time, property address, other assigned technicians, work type, and technician instructions. If Arrival Windows is enabled and the visit has a complete window, the card leads with that promised Arrive between range and shows the visit's estimated on-site duration below it, labeled Estimated time for visit (for example, 2 hours), so the customer-facing window is what the technician sees first. Arrival-window visits use a neutral clock, even when their underlying scheduling type is exact. After the window ends, any visit you haven't personally clocked into shows the whole Missed · Arrive between: [time range] line in bold red - even one already in progress for another technician on the visit. Complete, incomplete, cancelled, and draft visits are not marked Missed. A partial window or a visit without the feature does not show this line. Use the map icon to open directions. Tap the card to open full visit details.
An exact-time visit without an arrival window shows a red target icon and its exact start time in red, bold text. An estimated visit without a window uses the approximate-time icon and standard time styling because its start can move with the technician's route. When an arrival window is shown, both types use the neutral clock, the Arrive between range is the emphasized line, and the Estimated time for visit row sits below it in muted text because the window is the range promised to the customer. That row shows the visit's estimated on-site duration (for example, 2 hours), not a clock time — under an arrival window the scheduled start is not the promise, so only how long the visit takes is useful.
Teal icons and text generally indicate links. The map icon opens the device's default maps app.
When another crew is scheduled at the same property that day, the card also shows a line such as 2 other techs here today. An amber pulse means at least one of those crews is currently in progress. Open the visit and expand the other-crews section to see each crew's work type, technicians, status, and arrival time when available.
Where to find it: Mobile app > Visits
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