Booked to signed, nothing lost in between
Every visit moves along one track, and everyone involved can see exactly where it is. Here's the full lifecycle.
Seven stages, one record
Book
A visit is created — often automatically from a won deal in your CRM — and the customer picks an arrival window in an area you actually cover. Details
Brief
Whoever is assigned gets a short, standardized briefing built from your notes, so they arrive prepared. Details
Confirm
The specialist confirms within a set window. If they don't, it escalates automatically — office, then us. Details
Capture
On site, the visit is a guided, structured form: the same data and photos every time, annotated in place, with AI reads where you enable them. Details
Review
Submission locks the specialist's work. Your office reviews, corrects allowed fields, and approves — an auditable trail. Details
Sign
A branded report is generated from the data and sent for e-signature — often completed on the spot. Details
Sync
Results and the signed document flow back to your system of record, so the next team picks up cleanly. Details
Frequently asked questions
How long does a visit take to set up?
Most of the setup is one-time: your coverage, forms, branding and messaging. After that, each visit is created in seconds — by hand or automatically from your CRM.
What does the customer experience?
They get a branded booking link, email and SMS confirmations and reminders, an arrival notification, and a report to sign — all on your brand.
Can we start before the whole thing is built?
Yes. We stand up the core workflow first and expand from there. Our team does the heavy lifting with you.
What happens if a specialist can't make a confirmed visit?
A missed confirmation escalates automatically — to your office, then to us — so it surfaces early, and the visit can be reassigned to another specialist who covers the address before the customer is ever left waiting.
Can customers reschedule themselves?
Yes — reschedule and cancellation links can be included in the branded confirmation and reminders, and any change re-checks coverage and the day's capacity automatically.
Walk the workflow with us
Book a demo and we'll run a real visit end to end on your process.