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Visits: Know who the work is for at a glance

Each Visit shows who the work is for, and you can click a name to see that person's details.

Value and problem solved

When you opened a Visit from the dashboard or the schedule, you couldn’t see who the work was for without going back to the Project. Now the Customer’s name is at the top of every Visit. On the schedule, you can click a team member’s name to open their page and check their working hours, holidays and contact details, without leaving what you’re doing or searching through menus.

Who it’s for

Office staff taking a call about a booking, who need the Customer and the team in one place. It also helps whoever is moving bookings around, because checking someone’s hours or holidays is now one click from the schedule. Names only open a team page for people who are allowed to see the team list. For everyone else they show as plain text, and nothing else changes.

  • Scheduling
  • Team

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