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Visit Reference/Nickname
Visit Reference/Nickname

Examples of how to name your Visit Reference

Martin Callan avatar
Written by Martin Callan
Updated over a week ago

When you are creating Visit Schedules, it's great to use a Naming Convention when describing them.

freshOps uses the Visit Reference all over the WebApp, so a great Visit Name, will really help you move around and identify issues quickly.

When you have Late Shifts, or Shifts Awaiting Approval, or Viewing Visits in the Visits Calendar we always reference the Visit Name.

So if you call every visit name across all your sites for example "Daily Clean", you'll just see lot's of Daily Cleans and will have to Click on them to determine which Client,Site and Visit it is referring too, however, if you follow this guide, it'll make much more sense.

Our Suggestion:

Client or Site Name - Day of the Week - Time of the Day

These examples should help understand this better.

Example 1: Fresh Building Supplies get's serviced each morning during the week.

Visit Reference:

FBS Weekday Morning Clean

Example 2: Fresh Building Supplies get's serviced on a Tuesday & Thursday in the Evening After Hours

Visit Reference: (You'll require 2 Visit Schedules)

FBS Tuesday Evening Clean & FBS Thursday Evening Clean

Example 3: Fresh Building Supplies get's 2 services a day during the week and 1 service on Saturday in the morning and 1 service on Sunday at Midday.

Visit Reference: (You'll require 4 Visit Schedules)

FBS Weekday Morning Clean
FBS Weekday Afternoon Clean
FBS Saturday 8am Clean
FBS Sunday Midday Clean

You'll see above, by naming the Visits as we suggest I can easily see which Visit is being referred to. If we had not included the Site Name and the Frequency Details and named them all Daily Clean, this would be confusing.

Editing or Changing the Visit Reference/Nickname

Step 1: Navigate to the Clients>Site

Step 2: Click on the Visit Schedule you are wanting to edit

Step 3: Edit the Visit Reference Name as required and Click Save

PLEASE NOTE: Any changes to the Visit Schedule Details will require you to Re-Allocate your Team to this visit schedule.

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