The visit screen is the heart of the tech app. Everything a tech needs to run a single visit is on one scrollable page.
Top section: status + actions
The big button at the top reflects the current state:
- Scheduled → "En route"
- En route → "Arrive"
- In progress → "Complete" (plus a secondary "Skip" action)
Middle section: checklist + data capture
- Checklist. If the service has a checklist, it renders here. Required items are marked; conditional items show/hide based on parent answers.
- Photos. Tap "Add before photo" or "Add after photo." Opens the camera. Photos upload in background.
- Chemistry (pool only). Six-field grid; LSI and range flags update live.
- Notes. Free text field. Voice-to-text button (coming Q3).
Bottom section: proof-of-service
- GPS breadcrumb toggle. Start / Stop. Samples every 60s while running.
- Signature pad. For services that require it. Client draws on the screen.
- Access notes. Read-only display of the property's structured access info.
Completing the visit
When required checklist items are filled and required photos are captured, the "Complete" button becomes active. Tap it. The system:
- Closes the time entry.
- Captures weather stamp.
- Creates the invoice.
- Queues the service report email with photos + AI summary.
- Queues the review request.
The visit card on the today screen flips to completed. Move on to the next stop.
If you are at a no-signal yard, actions (photo upload, complete button) queue locally and sync when signal returns. You can tap Complete even offline — the visit flips to "pending sync" and will actually complete in the cloud when you get a bar of signal. Keep moving.