Re-Open a Completed Visit

A completed visit can be re-opened to add something the technician forgot: a chemical, a photo, a note or a checklist item. The visit goes back to Scheduled, the technician completes it again, and the job's history records who re-opened it. The office can always re-open a visit. Whether technicians can re-open their own visits is a setting on each work type.

1. 1

   Choose who can re-open

   Go to SettingsWork Types, open the work type, and find Technician re-open. Under Technicians Can Re-open, pick one:

   • Not allowed (office only): the default. Only the office re-opens.
   • Within a set number of hours: enter Hours after completion, from 1 to 720. For example, 24 lets technicians fix a visit until the same time the next day.
   • Any time: no deadline.

   Click Save Work Type Settings.

2. 2

   Re-open the visit

   Open the visit from Jobs on the web, or from Jobs on the phone, and click Re-Open Job. Confirm Re-Open Job. With a time limit, technicians see when the window closes next to the button.

3. 3

   Complete it again

   Click Start Job, add what was missed, and complete the visit again. On a pool visit the readings and signed-off amounts are already filled in; on a lawn or lake visit the plan is built and signed off again, with the amount boxes starting from what the visit logged.

Verify it worked

The visit's status is Scheduled again, and its history shows Job re-opened with who did it. Once it is completed again, the status is Completed.