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What is the difference between a Job and a Visit?

In Pointman, a Job is a collection of work for which you'll produce one Invoice. The work for this Job can be done across multiple days and multiple technicians.

The scheduling of a date and time to perform work on a job is called a Visit. Visits can be unassigned (there is a time and date but no employee assigned), scheduled (an employee is assigned at a date and time), in-progress (the employee is currently working the visit), or completed (the visit has been marked as complete by the employee.) 

When a job is first created, it will have no visits. A Job in this state is called "Unscheduled". When you select a time for at least one Visit, the Job becomes "Unassigned." Assigning a Technician to the Visit makes the Job "Scheduled."

 

To find out how to schedule multiple visit, click HERE.

If you require further assistance, please reach out to the Support Team using any of our channels - 

Phone: 800-566-6940

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