Visit Reports

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

What's in a Visit Report

• Arrival and departure time - check-in and check-out timestamps
• Duration - total time on-site
• GPS data - check-in and check-out coordinates plus accuracy and geofence status
• Team member - who performed the visit
• Checklist results - every item with its completion status, notes, and photos
• Before / during / after photos - general visit photos by category
• Signature - if captured at check-out
• Internal notes - staff-only notes that never appear in client-facing reports or the portal
• Client rating - if the client gave feedback through the portal

Viewing Visit Reports

From the dashboard: the home dashboard shows recent visits across the org. Click any visit to open it.

From a site:

1. Go to Sites and open a site
2. Open the Visits tab
3. Click any visit to open it

From a client:

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

Filtering and Searching

Filter visits by:

• Date range
• Site or client
• Team member
• Status (scheduled, in-progress, completed, missed)
• Invoiced status (Pro)
• Report status (pending approval, sent, discarded)

Tips

• Internal notes are great for "the gate code changed" or "talk to Sarah next time" - they stay with you and out of the client view
• Use client ratings (visible in the dashboard and the Reports tab) to spot quality issues early
• Visit records are permanent. They can't be edited after the visit is completed.