Assessments

Schedule assessments, record findings and choose an outcome.

10 articles

• How Assessments Work →An assessment is a visit to look at the work before a price is committed to. It belongs to a Job, is carried out by a technician on site, and can carry a fee. When the visit is finished the technician…
• Invoice an Assessment Fee →ServiceVisit lets you bill a customer for the fee on an Assessment by generating a standalone invoice for that fee. You would use it when the visit is chargeable and you want to bill it on its own…
• Record an Assessment Fee Payment →ServiceVisit lets you record payment against the invoice for an Assessment fee. You would use it once the customer has paid for the visit, so the fee shows as settled.
• Record Assessment Findings and Outcome →ServiceVisit lets a technician work through an Assessment on site. They begin the assessment when they arrive, record what they find, and then choose an outcome to finish it. You would use it to…
• Recording Findings and Choosing an Outcome →On site, the technician starts the assessment, describes what they found, adds photos, and then completes the visit by choosing a result. Walter AI can help draft structured details and a diagnosis…
• 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…
• Scheduling an Assessment and Handling Its Fee →You schedule an assessment from a Job. It records the customer, the Property, a time and an optional fee taken from your pricebook. After the visit, the fee is either invoiced on its own, waived, or…
• Turning an Assessment into an Estimate →Once an assessment is complete, you can generate a draft estimate from it. The technician's findings and recommended work carry over as text for the customer, and only the assessment fee is added as a…
• View Assessments →ServiceVisit keeps a list of your Assessments, the visits where someone looks at the work before a price is committed to. You would open it to see which assessments are coming up, which are under way…
• Waive an Assessment Fee →ServiceVisit lets you waive the fee on an Assessment. You would do this when you have decided not to charge the customer for the visit, for example because they went ahead with the work.