Skipped Services

A controlled flow for visits that could not be completed, with reasons and an approval step so skips are accountable.

Work Management

Skipped Services

A controlled flow for visits that could not be completed, with reasons and an approval step so skips are accountable.

Where to access

Open Skipped Services from Work Management.

Related

How it works

  1. When a visit cannot be completed, the technician records the reason.
  2. The office reviews skipped visits and approves or rejects each one.
  3. Approved skips are documented; rejected ones can be rescheduled.
  4. A badge shows how many skips are waiting for review.

Tips

  • Tracking skips protects revenue and reveals access problems that need a permanent fix.