New Visits Tool - Create Multiple Visits at Once
You can create visits for multiple jobs at one time using the New Visits tool on the calendar. This is often used in industries like Snow Removal, where visits are unpredictable, and many clients need to be visited on the same day.
This tool can only be used for recurring jobs.
To use this tool, go to any calendar page, and click More Actions > Visits.
On the next page you can then search for and select the jobs you would like to create new visits for. Click on the jobs in the left hand box, or on the map to select them.
After you have selected the jobs, click 'Next' in the top right.
You can then select the date and which user you would like to assign to the visits.
Click Let's Make Some Visits, to create the visits. These will then populate on the calendar.
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