In this article, I will show you how you can use the Visit Report in Contele Team Field Manager.

Generating the report

On screen there are functions that allow:

  • Search for a Visit for information about it, such as Service Order number, Place Name or Address;
  • Filter by Users, Categories, Visit Status, Dates, and Forms.

During filtering, the Visit Report is already loaded simultaneously.

You can also export filter results by clicking the green download button at the top of the screen.

Visit Detailing

The report is loaded with relevant Visit information, such as:

  • Scheduled to
  • Place
  • Service Order
  • Check In Check Out
  • User

By clicking on the Gear icon, you can edit Visit details, decline, cancel, print and submit the Service Order.

Clicking on the "View Service Order" icon will open a new page where you can see all the details of the visit:

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