Checking Out
Completing a visit and triggering reports
Checking out ends your visit and finalises the visit record. It also triggers any automatic reports and SMS notifications configured for that site.
How to Check Out
- Make sure all required checklist items are complete
- Capture any required after-photos and signature
- Tap Check Out
- provvio captures your GPS location and end time
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 and the client doesn't require approval, the PDF is sent immediately
- If the client requires report approval, the visit lands in Reports → Confirm Reports for review before sending
- A completion SMS is sent to opted-in contacts (Pro, US only)
- The visit appears in the History tab on mobile and on the dashboard
Completing with Incomplete Checklists
If you haven't completed all required items, provvio warns you and lets you go back. Optional items can be left unchecked, and the report will show what was completed and what wasn't.
Tips
- Always check out when you leave - it's important for accurate time tracking and triggers downstream notifications
- Review the checklist before tapping Check Out to make sure nothing was missed
- If you forgot to check out, an admin can close the visit from the dashboard
Still need help? Contact [email protected]