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Use visit requirements for equipment or qualifications that apply whenever your team visits a property. Planning assigns the visit only to a member who satisfies every current requirement.

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Examples

  • Tall ladder
  • Lift qualification
  • Restricted-access authorization
  • Water-fed pole equipment
  • Site-specific safety training

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Configure a requirement

1

Open the property

Open the customer and edit the relevant property.
2

Add visit requirements

Enter the equipment or qualification requirements that apply at this location.
3

Assign member capabilities

Open Settings > Members and assign matching capabilities to every eligible team member.
4

Review Planning

Replan affected future weeks and resolve any visit that no longer has an eligible member.
Requirements remain live on the property; orders and subscriptions do not keep a separate historical requirement copy. Future movable visits are reconsidered using the current property and member setup.
Do not use requirements as informal labels. A requirement is a hard automatic-planning constraint and can leave work unplanned.
Last modified on August 27, 2026