Overview 

Visit types let you define the different kinds of visits your team performs, each with its own duration, required skills, and rules. Under Visit Types in Settings you create a type, set how long it should take, choose the skills needed to perform it, and decide whether it requires an invoice or triggers planning emails. Well-defined visit types make planning and route optimization more accurate, because the system knows how long each visit takes and who is qualified to do it. 

Before You Start

You need administrator access to Settings. Decide on the visit types your operation needs and, for each, how long it takes and which skills it requires. Make sure those skills already exist so you can attach them. 

How to Configure Visit Types

1. Click your profile in the top-right corner, then click Settings. 

2. Scroll down to the Visit Types section and open it. 

3. Click the + icon to add a new visit type. 

4. Enter a name for the visit type. 

5. Enter the visit duration in minutes. 

6. Use the list to select the required skills for this visit type. 

7. Enable or disable Visit Must Have Invoice to require an invoice for these visits. 

8. Choose whether planning emails are sent. 

9. When you have added all your visit types, click Save. 

Tips and Things to Know

• Accurate durations directly improve route optimization and planning. 

• Required skills ensure only qualified users are assigned that visit type. 

• Use the invoice requirement for visit types that must produce one. 

• Planning emails can keep the field team informed when visits are scheduled. 

Frequently Asked Questions