Schedule a Follow-Up Visit

Overview

How to schedule a return visit on an existing job, or create a standalone follow-up shift from the schedule board.

Who This Is For

Business Owner, Sole Trader, Admin, and Supervisor.

Before You Start

• The original job must already exist if you are linking the follow-up visit to a job. Follow-up visits not tied to a job can be created directly from the schedule.
• Decide whether to schedule from the Jobs page, the Dashboard, or the calendar/Schedule view.

Steps

Pathway 1 — Schedule the follow-up from the Jobs page

1. Select Jobs in the sidebar.
2. Search for and open the job that needs a follow-up.
3. Scroll to Schedule.
4. Select Add.
5. Use Fast Schedule to set the date, start time, and end time.
6. (Optional, recommended for return visits) Select Add Shift To-Do’s and type the follow-up tasks — for example “Install replacement valve” or “Confirm with client on arrival”.
7. Select Confirm Shift.
8. Close the job card.

Pathway 2 — Schedule the follow-up from the Dashboard

1. Open the Dashboard.
2. Open the relevant job card.
3. In the schedule call-out, select Add.
4. Use Fast Schedule to set the date, start time, and end time.
5. (Optional) Add Shift To-Do’s.
6. Select Confirm Shift.

Pathway 3 — Follow-up not tied to a job

If the follow-up visit is not tied to an existing job, create the shift directly from the Schedule (calendar) view:

1. Open the Schedule page from the sidebar.
2. Select New Shift (or click an open time slot on the calendar).
3. Enter the date, start time, and end time.
4. Set the shift type to Reschedule to flag this as a follow-up visit (other available types are Ad Hoc and Inspection).
5. Leave the Linked job field empty for a standalone follow-up, or select a job to link it.
6. Select Assign Workers and choose the worker(s).
7. (Optional) Add Shift To-Do’s for visit-specific tasks.
8. Select Confirm Shift.

What Happens Next

The follow-up visit is saved against the job (or as a standalone schedule entry) and appears on the Schedule board, on the dashboard schedule stream, and — where notifications are enabled — in the assigned worker’s email.

Related Guides

• Schedule a Shift (Quick Start 23)
• Scheduling Work (Feature Write-Up 15)
• Job Management Workflow (End-to-End)