- Scroll to the bottom of the stop.
- Tap Finish Stop.
- If something required is missing, the app tells you what. Fix it and tap Finish Stop again.
- Tap Yes to confirm. The app saves the visit and sends it to the office.
- The app opens your next stop, or goes back to your route list.
What the client receives: when you finish, PSS emails or texts the client a visit report. It shows the visit, your comments and your photos. This only happens if your office has visit reports turned on for that client.
Tip: To choose what happens after you finish, tap ☰ → Settings → When Stop is Done and pick Go to next stop or Go to previous screen.