A job that takes more than one visitNew
Book a job across several days or several machines, see what still needs a slot, and let the diary tell you when a day will not fit.
Written 7 October 2026 · updated 8 October 2026
What is said in this recording
A job used to be one block of time, which worked for a plumber doing a morning call and not much else. A wet room over three days, or a workshop with four machines on one bench, could only claim one block or none. A job now has as many visits as the work needs, and each one is a block of one person's time on one day.
Step by step
- 1
Open the job and find the Visits card.
- 2
Press Book a visit.
Give it a date, a time, how long it will take and who is going. The note is worth filling in on a multi-visit job — "second fix once the plasterer's been" tells the next person why that day and not another.
- 3
Add as many as the job needs.
Three days on site is three visits. A machine that goes back on the bench next week is a second visit. They do not have to be the same person.
- 4
If two of you are going, tick the second name under “Anyone else on this visit”.
A two-man lift or a bathroom with two fitters is ONE visit with two people on it, not two visits. Everybody ticked is checked the same way the person leading it is — are they already booked, is it inside their working hours, does the rest of their day still fit — and the job appears on their own board with the name of whoever is leading it.
- 5
Use Move when a date changes, and Close off as each one happens.
Closing a visit off asks how it ended: finished, needs another visit, stopped waiting on parts, couldn't get in, or called off before anybody went. None of them finishes the JOB — day two of three is a real thing, and the job's own status is where you say the work is over.
- 6
If it stopped early, say whether the rest of the time goes back.
The visit is shortened to the moment it stopped, so the remainder of the afternoon is free for other work. You can set an answer once for the whole business in Settings then Scheduling, and then you are not asked.
- 7
Check the Needs booking tab on the Jobs page.
Live work with nothing in the diary: never booked, waiting on a part, or booked for a day that has been and gone. Urgent first, then contract work, then oldest.
Worth knowing
Nothing is booked for you
Priority orders the list; it never moves a time a customer already has. A time given to somebody is a promise, and no flag on another job outranks it.
Going on parts gives the time back
Flag a job as needing parts and any future visits are cancelled, so the slot is free for work that can actually be done. The job lands on Needs booking straight away, and the cancelled visits stay on the card so you can see what was planned.
Two people on a visit is one booking, never two
Booking the second fitter a visit of their own would count the hours twice in every report, put two slots in the diary for one piece of work, and tell the customer to be in twice. Tick them onto the same visit instead. Up to eight people can be on one, which is past any two-man lift and short of absurd.
Only the person leading it drives the job
Whoever is in “Who's going” sets off, arrives and finishes. The second pair of hands sees the job on their board, with who they are meeting there, and the card says why there are no buttons on it — two people pressing Arrive and Complete on one job produces a history nobody can read.
Moving a crewed visit asks about everybody again
The same three checks run for each person at the new time. Somebody who was free on Monday may be on a job on Tuesday, and a move that only re-checked the lead would put the second person in two places at once.
Leaving a visit unassigned is allowed
It holds the time without putting it on anybody's day, and it shows on the team board under "Not assigned yet" so it is not forgotten.
What the diary will warn you about
Booking outside somebody's working hours, booking through their lunch, booking more work into a day than there are hours to do it in, and booking two site visits further apart than the gap between them allows anyone to drive. All four warn and still save — you can see the customer and the software cannot. Whether two visits may share the same clock time is your setting, in Settings then Scheduling.
The drive between stops is checked too
If a visit is ten minutes after one twelve miles away, you are told so, with the distance and roughly how long the drive takes. The distance is the solid number; the drive time is an estimate from average road speed, so treat it as a nudge rather than something to quote at a customer. Work at your own premises, phone appointments and video meetings are nobody's journey, so they are never counted — and nor is a second visit on the same job, which is the same address.
An address that will not place on a map
If a job's address could not be found, the diary says it could not check the drive to it rather than quietly passing. A postcode that will not resolve is worth fixing on the customer's record.
A wasted journey is not a cancellation
"Couldn't get in" records that the slot was used and no work was done, which is a different thing from a visit nobody set out for. Only the second gives its time straight back, and only the first is worth counting — a business that cannot see how many wasted journeys it made cannot do anything about them.
Bays and ramps are counted too, once you add them
Capacity used to be counted per person only, so a garage with three ramps could have six cars booked with every mechanic inside their hours. Add your bays in Settings then Scheduling and each visit can name one; two jobs cannot share it. A business that adds none is never asked and never warned.