Skipped Services

Steps

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.

Related guides

• Service History A complete, searchable record of completed visits with photos, checklist answers, readings and the option to send or export reports.
• Issues Center A central place to manage operational problems, raised manually or detected automatically from visit data, until they are resolved.
• Overview & Action Center The home dashboard shows live KPIs and an action center that surfaces exactly what the office should handle next.