Visit Reports

Understanding the visit summary

Every time a team member checks in and out of a site, provvio generates a visit report. This is a complete record of what happened during the visit.

What's in a Visit Report

A visit report includes:

  • Arrival time: When the team member checked in
  • Departure time: When they checked out
  • Duration: Total time on-site
  • GPS data - Check-in and check-out locations
  • Team member - Who performed the visit
  • Checklist results - Every item marked as complete or incomplete
  • Notes - Any notes added to checklist items
  • Photos: All photos taken during the visit

Viewing Visit Reports

From the Dashboard:

The dashboard shows recent visits across all sites. Click on any visit to see the full report.

From a Site:

  1. Go to Sites and open a site
  2. Go to the Visits tab
  3. Click on any visit to see the report

From a Client:

  1. Go to Clients and open a client
  2. Go to the Visits tab
  3. You'll see all visits across all of that client's sites

Filtering and Searching

You can filter visit reports by:

  • Date range: See visits from a specific period
  • Site: Filter by location
  • Team member: See visits by a specific person
  • Status: Complete or incomplete

Tips

  • Review visit reports regularly to ensure quality standards are being met
  • Use visit reports to resolve any disputes with clients about service delivery
  • Visit reports are permanent records: they can't be edited after the visit is completed