Complete a Visit

Sign in on the Operator tab (email and password). Forgot Password? on that tab opens the staff page Reset your password (heading, Send reset link). Stay on Operator — the Customer tab's link is the portal reset and cannot reset a crew login. After you submit, the page always says a link is on its way if an account exists.

Bottom tabs: Jobs, Map, Find Jobs, Activity, and Office if you have an office role.

If your company turned on Clock In before dashboard for your role, the app shows Clock In to continue until you tap Clock In on that screen or under Profile. You can pick a vehicle at clock-in.

1. 1

   Open the job

   Tap Jobs, then the visit. The job screen's primary button is Start Job, or Complete Job once the visit is in progress. On a work type that uses a wizard, Complete Job reopens that wizard where you left off rather than checking you out on the spot.

2. 2

   Start the visit

   Start Job opens the visit wizard for that work type. The Arrive step's primary button is Start Visit (or Continue if the job is already in progress). Pool visits then walk Arrive → Before Photos → Water Test → Dose Plan → Parts Used → Tasks → Photos → Complete. Other industries use the same idea — Arrive, any required photos, the work steps, then Complete. Parts Used only appears when Inventory is on. On a pest visit, each pesticide or bait you log from Inventory on the Materials step is a pesticide application record — see Record Pesticide Applications. Lawn crews: see Complete a Lawn Maintenance Visit and Complete a Lawn Treatment Visit.

3. 3

   Record the water test (pool)

   Reading fields start blank — only what you actually measured gets submitted, so a stored reading can be trusted as a measurement. Tests you rarely carry (TDS, ORP, phosphates) are tucked under More readings. If Free Chlorine, pH, or Total Alkalinity is empty when you continue, the app asks Missing readings — Not recorded: … Continue without them? with Go back and Continue. It is a prompt, not a block: a drained or winterized pool legitimately skips the test.

   Under the readings, Observed issues (optional) lists your office's symptoms. Reading symptoms such as Low chlorine tick themselves as you type, with a Ticked from your readings line explaining which reading did it; tap a ticked chip to clear it for this test. Tap any other chip for what you can see but a strip cannot: algae, staining, a clogged filter. Selected chips feed the Dose Plan, and an algae chip adds a shock step. The list itself is managed under SettingsSymptoms.

4. 4

   Work the Tasks step

   The Tasks list comes from your work type's Visit checklist under SettingsWork Types; your office can edit it, and can turn the step off with Show a checklist at checkout. You can still add one-off items in the field. A task the office marked Required blocks checkout until you tick it.

5. 5

   Finish

   On the Complete step, tap Complete & Check Out. Before Photos / After Photos can be required per work type under SettingsWork Types (Field visit photos).

   That step also carries After-dose retest (optional). Re-test once the chemicals have circulated and tap Save Retest — those readings show as "After" on the customer's service report, next to what you measured on arrival. It saves on its own, so it survives the app closing before checkout.

If you cannot do the visit today, on the job screen tap Skip Today. The dialog title is Skip for Today. Reasons: Customer Not Home, Site Inaccessible, Ran Out of Time, Weather, Other (Other needs a note). Confirm Skip for Today.

Estimate visits and quoting on the phone

An Estimate visit walks Arrive → Photos & Video → Scope → Quote & Approval → Complete (plus AI Observations when it is on). Pest WDI Inspection, General Pest and Rodent Program visits have the same Quote & Approval step. You need the Estimate work type on your account; without it the step says to ask the office.

On Quote & Approval, tap What are you quoting? and pick the work type you are selling. On a pest visit, quote a one-time treatment (ants, a roach cleanout, an interior flush) as Service Call — approval creates a job — and an ongoing plan as General Pest, which creates a service agreement. Add lines with Catalog, Products, Add line or Scan, then fill Notes to customer and Accept quote by. Preview shows the quote PDF.

• If your company's office-review rule holds the quote, the only button is Save for office — the office is notified and sends it.
• Otherwise tap Send for approval. Once it is sent, Customer signs on this device opens the customer's signing page full screen; they sign, close it, and the visit shows the approval. Share link sends the link another way.
• If the customer signed on paper or said yes in person, Approve on-site opens Record acceptance: their full legal name, the date they signed and How they accepted.

The full flow, including what the office sees afterwards, is in Run an Estimate Visit.

Verify it worked

The job status is Completed. Office sees it on Jobs and Schedule. If chemical billing is on, products logged on Dose Plan (or that work type's chemical step) are what can roll onto the next monthly invoice.