Before you begin

• The Visit must be visible in mobile Schedule.
• You need calendar.view; field changes also need calendar.update and assignment to that Visit.
• Payment collection additionally needs payments.update.
• A user with service_jobs.view_all but no assignment can inspect every tab in Viewing Only mode.

Start or resume the Visit

1. Open the Visit card.
2. Select Start Job. Crewvana changes the Visit to Working, checks you in, and opens the full-screen Visit.
3. If work was already started, select Resume.

The field screen has Overview, Checklist, and Finalize tabs.

Record progress

In Overview you can save Job notes and Visit photos. On My Way sends the standard customer SMS using the ETA you enter; when delivery succeeds, the Visit becomes Dispatched. Mark Arrived changes it to Working. If the On My Way message fails, Crewvana leaves the prior state in place and reports that the customer phone or SMS preference needs attention.

Do not use On My Way as a test action: it sends a real customer message.

Complete Checklists and Line Items

1. Open Checklist.
2. Enter each response and any allowed notes, then select Save Checklists.
3. Complete the related required Checklist items before selecting Mark Complete for a Line Item.

Responses and Line Item completion belong to the active Visit. Updating one Visit does not complete a sibling Visit's work. A Checklist with no items may still be marked complete.

Finalize the Visit

1. Open Finalize and review Checklist state, Line Items, totals, paid amount, and balance due.
2. Complete every Line Item before collecting payment.
3. If a balance remains and you have payment permission, collect or record the payment.
4. Select Complete Visit.

Crewvana blocks completion while a required Checklist answer or Job balance remains. Completion checks out the assigned technician. If another required Visit remains, the parent Job stays In Progress; completing the final required Visit completes the Job.

If an action is unavailable

• Viewing Only: ask an authorized scheduler to assign you to this Visit.
• Checklist blocks a Line Item or Visit: fill every required item and save again.
• Collect Payment is disabled: complete the Line Items and confirm your role has payments.update.
• Complete Visit is disabled: clear both the required-Checklist and balance-due messages shown in Finalize.
• Wrong appointment opened: return to Schedule and select the correct Visit; Job and Visit IDs are intentionally distinct.