Overview

The advanced visit settings, found under Other Settings, include a set of toggles that fine-tune how visits behave across FieldPie. From here, you can require approval before finishing a visit, allow Client/Customer status changes during a visit, show a visit duration timer, warn when a scheduled visit already exists, enable visit auto-complete, color-code visits by status, require a barcode scan to start, and enforce a distance check at visit start. Turning on the right combination lets you tailor the visit experience to your operational rules.

Before You Start

You need administrator access to Settings. Review which behaviors your operation needs—approvals, timers, warnings, barcode or distance enforcement—so you can enable the matching toggles in one pass.

How to Configure Advanced Visit Settings

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

2. Scroll down to the Other Settings section.

3. Enable Ask Approval Before Finishing Visit to require approval before a visit can be completed.

4. Enable Client/Customer Status Change During Visit to allow the Client/Customer status to be updated during the visit.

5. Enable Visit Duration Timer to track how long each visit takes.

6. Enable Scheduled Visit to Client/Customer Exists Warning to warn when a scheduled visit already exists for a Client/Customer.

7. Enable Visit Auto Complete to complete visits automatically when the configured conditions are met.

8. Enable Color Code by Visit Status to display visits in different colors based on their status.

9. Enable Start Visit by Barcode to require scanning a barcode before starting a visit.

10. Enable Enforce Distance Check for Visit Start to require users to be within the set distance before starting a visit.

11. Click Save to apply your settings.

Tips and Things to Know

• Enable only the toggles that match your process—each one changes the field experience.

• Enforce Distance Check works with the Visit Distance rule you set earlier.

• Visit Auto Complete works with your Visit Auto Complete Conditions.

• Color-coding by status makes busy visit lists easier to scan.

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Frequently Asked Questions