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 capture the real condition of the work before anything is quoted.
Findings are saved as you go, and photos and other evidence can be attached to the assessment while it is in progress. To complete an assessment you must pick an outcome and have at least one finding with a description recorded, so an empty visit cannot be closed out.
Once an assessment is completed it cannot be modified. If the provider also has permission to create estimates, the findings can be turned into an estimate for the customer, which is where the assessment connects to pricing the work.