Which services each visit covers

Every appointment lists the services your client ordered. When the work fits into a single visit, that is all you need to know. But when a job takes several visits, the important question becomes: what exactly is left to do on the next visit?

ServisGo answers that for you. Every scheduled visit shows what is still left to do, and when a visit should cover something specific, you can pick that yourself.

It starts with the planned services

When you create an appointment, you add the services it should cover in the "Planned services" section of the appointment form, each with its amount, price and duration. This is the plan: the full list of work the client is expecting.

Appointment window with the list of planned services — The planned services of an appointment. Each line shows the amount, price and duration.

Everything below is based on this list. Visits never change the plan itself. They only keep track of how much of it is done.

What is still left to do

On the "Calendar" page, click a visit block once and a small details card opens next to it. Its service list shows exactly what is still left: the planned amounts, minus everything already done on earlier visits of the same appointment.

Visit card in the calendar showing the list of work still left to do — The visit card in the calendar. The service list shows the amounts still left to do.

ServisGo keeps this list up to date on its own. If your technician installs two of five planned outlets on Monday, the Tuesday visit automatically shows the remaining three, so nobody has to update anything by hand.

Still to do = what was planned, minus what earlier visits already did. ServisGo recalculates this every time work is recorded.

Custom selection: decide what a visit covers

Sometimes the automatic list is not what you want. Maybe the first visit should only handle the inspection, and the installation is saved for a second visit with two technicians. In that case, pick the services for the visit yourself:

1
Open the visit in the calendar
On the "Calendar" page, click the visit block once (a plain click, not a right-click) so its details card opens.
2
Click the service list on the card
Click anywhere on the service list, or click the small pencil icon that appears to the right of the blue "Custom selection" label when you move the mouse over it. The list switches to editing and shows every service planned for the appointment, each with a checkbox.
3
Choose the services and amounts for this visit
Tick the checkbox of each service this visit should cover, set the amount with the +/− stepper next to it, and press "Save".
Picking which services (and how many) this one visit should cover.

The service list on the card always sits under the blue "Custom selection" label. When a visit has its own selection, that list shows exactly what you picked, and an automatic "To do" list appears below it for reference, showing everything still open on the whole job.

Pick services yourself when you plan a job across several visits in advance. For everything else, including unplanned return visits, the automatic list has you covered.

As work gets done

When your technicians record the work they did on a visit, later visits show that much less to do. The card of the visit also lists the recorded work under "Performed services", each line with a green check mark.

The appointment window adds it all up. Open it by right-clicking the visit and picking "View" (or via the eye icon on the appointment's row on the "Appointments" page): in the "Planned services" box, every line shows a green "Done" and a "Remaining" counter.

Appointment window showing done and remaining amounts per service — The appointment keeps a running count of done and remaining amounts for every planned service.

Recording the work itself (amounts, prices, comments) has its own guide.