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Daily Program is the execution view for scheduled work. Use Planning to build routes; use Daily Program to carry them out.

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Review the day

Choose the date and team member. Each visit shows the customer, address, time, tasks, duration, notes, route context, and available actions. The route summary includes distance and driving time for the first leg, travel between visits, and the return leg when available. Estimated or unavailable road routing is shown explicitly. When a before-delivery message promised a specific time or arrival window, Daily Program shows what the customer expects. Date-only reminders are not shown as an arrival-time promise.

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Work through a visit

For a visit assigned to a team, its current participants see the same visit and status. Members with the required permissions can start or complete it for the team. Once work starts, the recorded participants stay with that visit even if the team’s membership changes; a person removed from the company loses access. Review any overlap warning before starting: the same person cannot work on two visits at once. See planning with teams for staffing changes and absence.
1

Open the visit

Review customer contact details, property access information, images, annotations, tasks, notes, and customer-presence expectations.
2

Navigate to the property

Use Navigate to open directions to the service address.
3

Start the visit

Select Start task when work begins. An authorized user can clear an accidental start while the visit remains unfinished without removing its planned time or assignment to a team member or team.
4

Send an office update when needed

Add an order comment to create a field-to-office handoff. The comment is stored on the order and an unread item is sent to the shared Inbox.
5

Complete the visit

Confirm the work and review the notification and invoicing consequences before selecting Complete task.
When both actual start and completion exist, Order details show the elapsed work time in whole minutes. This is visit history, not payroll or statutory time tracking. Starting and completing eligible subscription visits here also supplies recorded times for Visit durations in Insights. Those suggestions require a separate review and approval before subscription estimates change.
Daily Program shows scheduled work. If a visit is missing, check its target week and schedule in Planning rather than creating a duplicate order.

Complete an order

Review financial and communication outcomes before completion.

Use Inbox and comments

Understand office handoffs and order history.
Last modified on September 20, 2026