Work Ticket Visits Screen

The Work Ticket Visits screen is displayed when you click one of the Visit hyperlinks on the Work Ticket screen or the Visit screen. It shows the list of visits represented by the clicked hyperlink and allows you to click any line item to display them to view or edit a visit.

Visit Screen

The Visit screen allows you to view or edit a visit scheduled for a work ticket. This screen is available from the following locations:

• By clicking a visit on the Work Ticket Visits screen.
• Selecting the Visit option on the Visit tile pop-up menu on the Scheduling Board Screen.
• Selecting a visit from the Work Ticket Visits drill-down report available on the Reports screen.

The following table describes the screen elements on the Visit screen.

Screen Element	Description
Screen Title	The screen title shows the service name associated with the work ticket for which the visit has been scheduled. It also shows the work ticket occurrence number for the visit and the total number of work ticket occurrences.
Property	Read-only. Shows the name of the property at which the visit takes place.
Job	Read-only. Shows the name of the opportunity for which the visit is scheduled.
Status	Shows the status of the work ticket with which the visit is scheduled. The status is displayed as a hyperlink, which, when clicked, will display the work ticket.
Visits	The visits field shows the number of visits scheduled for the work ticket on the current day or later. It also shows the total number of visits on the work ticket, which includes visits scheduled in the past and the future. Each of the two numbers is displayed as a hyperlink that, when clicked, displays the Work Ticket Visits screen that lists the visits by date and route. Clicking on one of those visits displays the Visit screen that details the visit and allows you to make modifications.
New Visit Icon	The New Visit icon displays the Visit screen allowing you to add a visit to the work tickets.
Invoice	Shows the invoice types of opportunity service for which the work ticket of the visit was created.
Issues	Issues represent problems or questions reported by customers related to a property, opportunity, or work ticket with which the visit is associated. This field provides two numbers, one representing the number of open issues (not resolved) and one representing the total issues for the work ticket, including both open and closed. Each of the two numbers is represented as a hyperlink that, when clicked, displays the Work Ticket Issues screen that lists the issues (created date, issue #, status, subject, and due date). Clicking on one of the issues displays the Issue screen that provides details about the issue or allows you to make updates.
New Issue Icon	Clicking this icon displays the Issue screen allowing you to add an issue to the work ticket with which the visit is associated.
Route	Required. Name of the route on which the visit is scheduled.
Visit Date	Required. The date on which the visit is scheduled.
Hours/Day	Required. Defaults to the number of hours specified on the estimate for completing each occurrence of the service. Allows you to specify the number of man-hours anticipated to be spent during the visit.
Sequence	Required. Allows you to specify the sequence order of the visit relative to visits scheduled for other work tickets on the same route for the same day.
Budgeted Hours	Read-only. The number of hours budgeted for each service occurrence on the opportunity estimate.
Worked Hours	The number of hours worked on the associated work ticket is based on time allocated to the work ticket through time entry.
Scheduled Hours	Hours that are scheduled for all future visits on the work ticket.
Ticket Notes	This field displays notes added to the work ticket on the Work Ticket screen made available to the crew leader in the Crew Mobile App when you navigate to a visit to start work. Clicking on this field displays the note in an editor that allows you to modify the work ticket note.
Visit Notes	This section lists notes tied to the visits entered by the crew leader from the Aspire Crew Mobile App or the Aspire desktop by office personnel. For each note, Aspire displays the date/time that the note was entered, the name of the individual who added the note, and the comment made by the creator. When the screen is initially displayed, notes are ordered by Created Date. Clicking on column headers changes the sort order.
Add Visit Note Icon	Clicking this icon displays the Add Visit Note screen allowing you to add an issue to the work ticket with which the visit is associated.
Options Menu	The Options menu provides one option to delete the visit.
Save	The Save icon saves any changes made to the visit.

Notes 

•  Add Visit Note Screen

The Add Visit Note screen allows you to add a visit note that becomes available to the crew leader in the Crew Mobile App. The note is added by clicking the Add Visit Note icon to display the Visit Note screen. The screen allows you to type in the note and, if desired, add an attachment (image or document). The hyperlink displays the number of attachments. Clicking on the hyperlink displays a list of the attachments allowing you to edit the attachments.

When attachments are added to a note, they are represented in the notes list as follows:

• For images or photos, a thumbnail of the image is shown.
• For documents (i.e., Word, Excel, etc.), an icon representing the application that can edit the document is shown.

Clicking on the thumbnail or application icon will allow you to download and view the attachment.

• Ticket Notes 

• Daily Plan 

The daily plan visit section lists the items estimated for the associated visit. If you have permission to View Purchasing, you will have view-only access to this report. If you have both the View Purchasing and the Edit Daily Plan permission, you can manage the items listed directly from this visit screen.