Help guide · Engineer

Completing a standard service visit

Add the service items you actually did, tick them off unit by unit, then submit the whole job for admin review.

Walkthrough

Three steps to finish and submit a visit.

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Unit checklist with several service items added and temperatures recorded
Step 1

Add the service items you did

Nothing shows by default — tap Add Service Item and pick each one as you do it, like Filter Cleaned or Temperature Check. Adding an item ticks it off automatically, and Temperature Check adds Air On / Air Off fields.

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Serviced tab showing all units marked serviced for this visit
Step 2

Mark each unit serviced

Mark Serviced moves a unit from To Service into the Serviced tab — repeat for every unit on site. Undo is right there if you tap it by mistake.

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Job Notes filled in with the Complete and Submit Job button below
Step 3

Add job notes and submit

Job Notes is a good place for anything the checklist doesn't cover — Complete & Submit Job sends the whole visit for admin review, including any issues or leak checks you logged along the way.

Frequently asked

Can I submit before every unit is marked serviced or skipped?

Yes — submitting is your call. Just bear in mind the admin will see whatever state you left each unit in.

What if a unit doesn't need servicing this visit?

Skip Unit records a reason instead — no access, already serviced recently, and so on — so it's clear why it wasn't touched.

Can I change anything after I submit?

No — once it's submitted the job becomes read-only on your side while the admin reviews it.

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