Completing a service visit

Last updated: 2026-04-22

When the work is done, there are a few steps to close out the visit properly and make sure your documentation reaches the office.

Before you mark a visit complete

Take a moment to check that you’ve captured everything:

Photos: Did you get before and after shots of the work area? If there was visible damage or unusual conditions, document those too.
Videos: If your company records customer statements or service summaries, make sure those are done.
Notes: Add any details about the work that won’t be obvious from the photos — parts used, anything the customer said, anything that needs follow-up.

You don’t need a perfect record for every job, but anything you miss on site will be missing from the job file permanently.

Marking the visit as complete

Open the visit.
Tap Complete visit (or the equivalent button your company uses — some partners customize this label).
Confirm when prompted.

The visit status changes to Completed. Your manager can see this in the Partner Console.

What happens after you complete a visit

Once a visit is completed:

The app syncs all captured media and notes to the server in the background.
If you recorded video, it goes through processing — transcription, review for audio content, and other steps. This usually takes a few minutes.
Your manager can review the visit, download media, or send a quote to the customer if applicable.

Syncing your data

The app syncs automatically when you have a connection. To check sync status or trigger a manual sync, look for the sync indicator in the app. If you see pending items, stay connected until they finish.

If you’re heading somewhere with no signal right after a job, that’s fine — everything is saved on your device. The sync will complete next time you’re connected.

After the visit

Once synced, your work is in the system and you’re free to move on. If you realize you missed something after completing a visit, you can still open the visit and add more media — completed doesn’t mean locked.

If you have a question about a specific job or need to correct something, contact your manager or admin. They have tools in the Partner Console to view, manage, and if needed, adjust visit records.

Troubleshooting

Sync seems stuck: Check your connection. If you’re on a metered network or have low signal, the upload may be queued. Try moving to a better connection and give it a minute.

Visit won’t complete: Make sure you’re connected and signed in. If the problem persists, contact support.