Completing a Visit in the Field

The visit workflow is where the real work happens. It's the proof-of-service your client pays for — a documented walkthrough with photos, notes, and a signed completion record. Best of all, it runs right from a phone, so your tech can work a property from start to finish even with no cell signal.

Here's how a visit goes from "scheduled" to "done."

1. Open the visit

1. Open Visits. The header shows quick stats for Overdue, Today, Tomorrow, and Upcoming, so it's easy to see what needs attention.
2. Find the visit and tap Start Visit. A visit that's already underway shows Continue Visit instead.

2. Check in — or skip it

GPS check-in is completely optional. When you start, you'll see a banner reminding you that you can complete the visit with or without it.

You have two choices:

• Check In & Start Visit — captures your location and a timestamp, then shows "Checked in" with the time and coordinates on the header.
• Skip Check-In & Start — skips location capture and notes that check-in was skipped.

Either way, you move straight into the checklist. Check-in is never required, and skips are recorded so there's a clear, honest record of what happened.

3. Work the checklist

The checklist is grouped into categories, sub-categories, and items, all expanded and ready. A Progress card keeps a running tally of Total, Completed, Flagged, and Remaining — tap "Remaining" to jump to the first item you haven't marked yet.

For each item:

1. Mark it with one of three choices — Pass / Fail / N/A or Yes / No / N/A, depending on how the item was set up.
2. Add a note if there's something worth recording.
3. Attach a photo. On a phone, the camera opens directly; on a computer, you'll pick a file.

When you mark an item negative (Fail or No), it's automatically flagged. Flagged items need a note before you can finish — the app will point you to anything missing one. Your progress autosaves as you go, so you never lose work, even offline.

4. Handle concierge tasks

If the visit includes concierge add-ons (like running the faucets or collecting mail), they appear in their own card. Toggle simple tasks done, check off steps on multi-step tasks, and add notes or photos. If something can't be done, use Couldn't Complete and enter a reason. For more on these, see our concierge services guide.

5. Review and complete

1. Once every checklist item is marked and concierge tasks are handled, the Review Visit button unlocks. If anything's still blocking you, a "Before you can review" list spells it out.
2. On the completion screen, add any Final Notes (optional) and your Provider Signature, which is required to finish — sign with your finger on a phone or your mouse on a computer.
3. Tap Complete Visit.

On completion, the app snapshots a polished Visit Report — checklist results, photos, notes, and signature — and automatically turns any flagged items into tracked issues. That report is what you send to the homeowner.

Built for the field

The entire workflow is offline-first. Start, check-in, photos, notes, review, and completion all work without a connection and sync automatically when you're back online — so a property in a dead zone is no problem.

Ready to put it to work? Explore the full feature set or open the app at app.homewatchtools.com.