Service Visits
Service visits are the core of field operations in Plantrunner. Each visit records when a technician arrived at a customer location, what work they performed, and when they left.
Admins can compare recorded service visits against planned work in the Operational Calendar.
Service Visits page
The Service Visits page shows a table of all visits with:
- Visit date
- Customer location
- Employee
- Check-in / check-out times
- Status (in progress, completed, cancelled)
- Associated route (if applicable)
Admins see all visits across the company. Employees see only their own visits.
Visit lifecycle
A typical service visit follows this flow:
- Check in -- The technician starts the visit, recording the current time
- Perform service -- Complete tasks, log notes, take photos
- Check out -- End the visit, recording the completion time
The visit status progresses:
| Status | Meaning |
|---|---|
| In progress | Technician has checked in but not yet checked out |
| Completed | Technician has checked out, visit is done |
| Cancelled | Visit was cancelled and not completed |
What's recorded
Each visit captures:
- Check-in time -- Automatically set when the technician checks in
- Check-out time -- Automatically set when they check out
- Duration -- Calculated from check-in to check-out
- Tasks completed -- Which service tasks were performed (see Logging Tasks)
- Notes -- Free-text observations from the visit
- Photos -- Photo evidence of work performed (see Photos)
Completed visits can also be emailed to customers as branded Service Reports.
Notifications
When an employee checks in or checks out at a location, admins can receive push notifications alerting them to the activity. This is configurable in notification settings.
Calendar visibility
Service visits appear on the Operational Calendar by status:
- In progress after check-in
- Completed after check-out
- Cancelled when cancelled
Calendar entries link back to the service visit detail page.
Offline support
Service visits work offline on the mobile app. Visits created without internet connectivity are queued and automatically synced when the device reconnects. See Offline Mode.
Permissions
| Action | Roles |
|---|---|
| View all visits | Admin, Route Admin |
| View own visits | Employee |
| Create visits | Admin, Route Admin, Employee |
| Manage visits | Admin, Route Admin |