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A job with no visit stays Draft and does not appear on the board. One job can have several visits.
1

From the job

Open the job, go to Schedule, and click Add visit. Set the day and times. Title and Notes are optional. Notes are the instructions the crew sees. Turn on Notify customer if they should get a message about this time. Click Add.
2

From an empty gap

On Schedule, click an empty slot. You can add the visit to a New job or an Existing job. An existing job gets this visit only. Its other visits and its prices stay as they are.
3

From work that is waiting

On Schedule, open Unscheduled. Drag a job onto a time, or onto a day to set the hours. Search that list if you have a lot waiting.
Find open times on the job, and Find a Time on the schedule, suggest a slot instead of you picking the clock time. See Find a Time.

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More than one day

In the visit dialog, Repeat this visit plans more stops: every day, week, or month, for a number of times. Check the dates it lists before you save. That is a series of visits on this job. A service plan is the separate repeating agreement, under Service plans. Arrival window is the range you tell the customer, separate from the exact start and end you use for the crew. A visit with no clock time can be saved as floating (a duration, no fixed start). All day only appears when all-day visits are turned on under Job settings. Completed, skipped, or cancelled visits cannot be moved until you reopen them. The toast is Completed, skipped, or cancelled visits can’t be moved. Reopen first.

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What you set on the visit

Open the visit and click Edit. The description on that dialog is the list of what it changes: title, instructions, schedule, arrival window, and team. Fill times with AI guesses a duration and looks for a free slot. It needs a customer and a job address, because it uses travel time. Times filled. Save to book them. Nothing is booked until you save. No free slots in those windows means widen the search. Notify customer on add, and the later prompt Notify customer about this visit change?, are how the customer hears the time. Save without notifying keeps the change private. Save & notify by email and Save & notify by WhatsApp send it. WhatsApp only appears when that channel is connected. A visit with no clock time is floating: a duration, no fixed start. Availability checks for assigning people run on fixed times. You can still assign a team on a floating visit. All day (full day, no start or end clock) only appears when all-day visits are on under Job settings. Include days you’re closed keeps a planned day that falls on a closed business day. Off, those days are skipped and marked Closed.

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After it is on the board

Click the visit. Status is Scheduled until someone starts it. Finish visit opens the visit page so checklists, photos, and a signature can be recorded. Mark complete from the schedule is the same finish. See How to finish a visit. Moving it later is How to move a visit. Who is free across the day is Dispatch and the map.