Use the focused daily view to work through what needs attention now.
Instructions for your platform
Choose where you’re using Surehand. We’ll remember your selection for the next guide.
Work from Day View
Open Day View and select the working date. Review the scheduled jobs, their order, addresses, assignments and any forms before setting off.
Use the Complete button on a job when the visit is finished. The completion dialog lets you confirm the final price and, where available, record a payment already received. Use the job actions to reschedule work that cannot go ahead.
Keep the route useful
Arrange jobs in the order that makes sense for the route. Use the map and address information as a guide, but account for access times and customer arrangements as well.
Changing the order does not change the recurring schedule itself.
Work from Today on iPhone or iPad
Open Today and review the scheduled jobs. Use search and the assignment filter when you only need to see work for a particular person or team.
Open a job for its address, service, price, notes and forms. When the visit is finished, choose Mark as Completed or Complete & Take Payment. Use Reschedule or Skip This Visit when the work did not happen.
Work from Planner on Android
Open Planner, choose Daily, and select the working date. Review the scheduled visits, times, prices and any outstanding balance before setting off.
Tap a job to open Job Actions for its address, service, price and visit note. When the visit is finished, choose Complete Job or Complete & Take Payment. Use Reschedule or Skip This Visit when the work did not happen.
At the property
Open the job to review:
- Customer and service address.
- Service and price for this visit.
- Job notes.
- Any form or evidence required.
Use the visit note for information specific to this occurrence, such as access problems or partially completed work.
Leave the job in the right state
Choose the outcome that reflects what happened:
- Complete the job when the work is finished.
- Use the payment option in the completion flow when money was received.
- Reschedule when the work will happen on another date.
- Skip This Visit when this occurrence will not happen but the recurring schedule should continue.
Do not mark an uncompleted visit complete simply to remove it from the list. Completion can create an invoice and affect financial records.
End-of-day check
Before finishing:
- Check that completed work is marked complete.
- Review any jobs still showing as scheduled.
- Check invoices created from completed jobs.
- Record payments taken outside Surehand.
- Add useful notes while the details are fresh.