Checking Out

Completing a visit and triggering reports

Checking out ends your visit and creates the final visit record. It also triggers any automatic reports configured for that site.

How to Check Out

  1. Make sure you've completed all checklist items
  2. Tap Check Out from the visit screen
  3. provvio captures your GPS location and end time
  4. The visit record is finalised

What Happens When You Check Out

  • Your departure time and GPS location are recorded
  • The visit duration is calculated
  • A visit report is generated with all checklist data, notes, and photos
  • If automatic email reports are enabled, the report is sent to the client's contacts
  • The visit appears in your visit history

Completing with Incomplete Checklists

If you haven't completed all checklist items:

  • provvio will warn you that there are incomplete items
  • You can choose to go back and finish them
  • Or you can check out anyway: the report will show which items were completed and which weren't

Tips

  • Always check out when you leave: don't forget! It's important for accurate time tracking
  • Review your checklist before checking out to make sure nothing was missed
  • If you forgot to check out, you can end the visit from the dashboard (admins only)