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Calendar and visits

Difference between a visit, job, and reminder

Understand when to use a job, a visit, or a follow-up so the service, schedule, billing, and next customer touch stay organized.

Updated

For: Owner, Admin

Before you start

  • Use a job as the main record for confirmed service work.
  • Use a visit when someone from the team needs to go to the site on a date or time window.
  • Use a follow-up for a pending action, such as calling, emailing, confirming something, or checking payment.
  • Some teams may say reminder when they mean follow-up.

1. Job: the service record

The job is where the main service operation lives. Think of it as the place for scope, customer context, progress, visits, invoices, payments, and important notes.

  1. Use it when the service is confirmed or accepted.
  2. Keep the information the team needs to complete the work there.
  3. Connect visits, invoices, and follow-ups to the job so the context stays together.
New job visit form with a selected job plus team and instructions fields

In this example, the visit is being prepared for an existing Marcus Johnson job.

2. Visit: a scheduled field stop

A visit is a scheduled field stop for the work. It can have a date, time, assigned team, address, and field instructions.

  1. Use it when the team needs to go to the customer's site.
  2. Review the time and status from the calendar.
  3. If a visit is linked to a job, open the detail to understand what service will be done.
Quick detail for a scheduled visit inside the calendar

The visit shows time, status, and operational actions such as View detail, Reschedule, or Start visit.

3. Follow-up: the next pending action

A follow-up is a customer contact or review task. It does not replace the job or the visit; it helps the team remember the next step.

  1. Use it to call the customer, send an email, confirm a date, or review a balance.
  2. Link it to a customer, job, quote, or invoice when the follow-up needs context.
  3. Review the status to know whether it is overdue, due today, or upcoming.
Follow-ups list with customer, scheduled date, linked item, type, and status

Here the follow-up is linked to a job and appears with an Overdue status.

4. How they connect

  1. The job stores the service being performed.
  2. The visit schedules a team trip for that job.
  3. The follow-up reminds the team about the next action before or after the visit.
  4. When everything is linked, you can open each part without losing customer context.

5. Which one to use

  • If you are managing the full service, use Job.
  • If you are scheduling a team trip, use Visit.
  • If you only need to remember a call, email, or review, use Follow-up.