How Assessments Work

Availability: all plans

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 records what they found and chooses a result, and the findings can then be turned into an estimate. This guide shows how the pieces fit together and which guide covers each one.

Before you start

Opening the list and any single assessment needs permission to view assessments. Without it the Assessments entry does not appear in the menu.
Each of the actions below needs its own permission, covered in the guide for that step. A page you can open may still hide a button you cannot use.
An assessment is optional. A Job can go straight to an estimate or a work order without one.

Steps

Open Jobs, then Assessments, to see every assessment. Each card shows its status, the scheduled time, the Job title, the customer, the Property, the Assessment Fee and the fee status.
Select a card to open the assessment. The top of the page shows the visit status and the fee status, then the facts Scheduled, Fee, Findings, Photos & Files and Outcome.
Schedule a new assessment from the Job, not from this list. See the scheduling guide.
On the day, the technician selects Begin Assessment, records findings, and completes the visit with a result. See the findings guide.
Deal with the fee using Invoice Assessment Fee or Waive Assessment Fee, or let it be credited on the estimate. See the scheduling and estimate guides.
Once the assessment is complete and has findings, select Generate Draft Estimate.

What the overview page shows

Below the header the page lists Intake Notes, the Findings recorded so far, a Time section when travel, on-site or work time was recorded, and an Evidence list of attached photos and files. Findings marked not visible to the customer carry an Internal label. The right-hand side holds Fee Actions, Estimate Generation, and, while the assessment can still be ended, a Cancel this assessment panel.

What the customer sees

Findings a technician leaves visible to the customer appear in the customer's account under My Findings Reports, described there as assessment findings shared by their service providers. Findings kept internal never appear.

Tips

The page decides which buttons to show from the assessment's current status. If a button you expect is missing, check the status badge first.
A completed or cancelled assessment cannot be continued. To carry on the diagnostic work for the Job, create a new assessment.
Plan availability: assessment viewing, scheduling, findings, invoicing and waiving are included on every plan.

If something goes wrong

If Assessments is missing from the menu, your role lacks permission to view assessments.
If the list is empty it shows No assessments scheduled. Assessments are created from a Job.
If an assessment page says it could not be loaded, go back to the list and open it again.

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…
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…
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…
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…
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…