One-off visits

One-off visit example

Now let’s say you get a call from Steve at 345 Wattle Dr asking you to come out and give the garden a trim. You don’t have a contract with Steve… you only add a visit whenever he calls.

For Steve you would:

  1. Go to the site for 345 Wattle Dr.
  2. In the upper right hand corner, click the the “add visit” button and select “one-off visit” from the dropdown.
  3. In the dialog that appears, enter a due date for the visit. For example, 5th of November.
  4. Tick the “Keep in unscheduled visits?” box if you don’t want to automatically add the visit to the schedule. Note this only shows when you have autoschedule enabled on visit settings.
  5. Optionally specify the Total number of man hours you think it’ll take and the estimated total dollar value of the visit. SortScape will automatically calculate the “Estimated value” based on the number of Total man hours multiplied by the hourly which can set in visit settings.
  6. Add general visit instructions that all staff should be aware of when they visit that property. For example, “beware of dog” or “clean by the pool area”. Note – setting or changing this field will update it for all visits for this property.
  7. Enter work required which tells staff what they need to do on this particular visit.
  8. Click the “Create” button.

Now SortScape will remind you to send a crew out to 345 Wattle Dr on the 5th of November. You’ll find more details for how this works below.