Schedule an Assessment
ServiceVisit lets you add an Assessment to a Job. An assessment is a visit to look at the work before it is quoted, and you would add one when a customer needs someone on site to size up the job first.
You choose the customer and, if you know it, the Property, and you can add intake notes. If you give a time, the assessment is scheduled and appears on the calendar. If you do not, it is saved as a draft with no time, so nothing shows on the schedule for a visit nobody has booked yet.
The assessment visit can carry a fee. You pick the fee from your pricebook or choose to charge none, rather than typing an amount. You can also change an assessment later, for example to move its time, until it is finished.
Once the visit happens, the next step is recording what was found.