This Help Article covers:

Site Visits is an optional “Billing” feature that can be used to capture Costs to identifiable areas of a Job as you go so they can be Invoiced to the Customer separately. Examples of Site Visits areas are “First Fix”, “Second Fix” and “Fitout” OR “Main House”, “Granny Flat” and "Garage".

Site Visits are created by Katipolt adding an Alpha Code suffix to the Job Number to identify them, I.E. “1234-A”, “1234-B”, “1234-C” etc.

If there is no requirement to Bill the Job in identifiable areas there is no need to add any Site Visits

💡TIP: By default, if Site Visits are not used, Jobs will display the suffix “A” on the Job Number where data is entered.

Site Visits for a Job display in Dropdown Options to allow selection. The Job details are greyed and the Site Visit(s) are black and available for selection

Where Site Visits are used, when adding Timesheets, Ordering Material, Reassigning Invoices, or Allocating Products, the appropriate Job Number+Suffix is selected to assign the Labour and/or Material to that Site Visit.

Site Visits display in the Site Visits Top Tab of a Job. Each Site Visit of the Site Visits Top Tab contains Expandable Sections to display; Timesheets, Purchases, Site/Ad Hoc Costs, Unsold Costs, and Orders.

Scheduler Booking Cards display the Job Number+Suffix along with the Site Visit “Title”.

Quick Flow:

1. From a Job’s Site Visits Top Tab, Press [+ADD] to display the New Site Visit popup

2. From the New Site Visit popup, Enter a Title, Enter a Description, then Press [SAVE]

💡 TIP: When adding a Site Visit, don't forget to give the "A" Visit a "Title" and "Description"

Quick Flow:

1. From the Scheduler, Drag & Drop the Job Booking onto a Staff member Lane, if there are multiple Site Visits the Select Site Visit popup will display, Select the Site Visit then Press [CONFIRM]

💡 TIP: The Booking Card will display the selected Site Visit.

This assumes you are familiar with the Katipolt Orders feature

Make Orders the normal way, selecting the appropriate Site Visit from the Job field's Expander Drop Down to assign the Order that Site Visit so the Purchase Invoice allocates to that Site Visit

⚠️ NOTE: When Ordering "Over the counter", use the Site Visit number as the Order Number, I.E. “1234-A”, “1234-B”, “1234-C” etc.

This assumes you are familiar with the Katipolt Timesheets feature

Add Timesheets the normal way, selecting the appropriate Site Visit from the Job field’s Expander Drop Down Options to assign the Timesheet to that Site Visit.

This assumes you are familiar with the Katipolt Reassign/Reallocate features

Reassign Purchase Invoices or Reallocate Products the normal way, selecting the appropriate Site Visit from the Job field’s Dropdown Options to Reassign or Reallocate to that Site Visit.

For information on Invoicing Site Visits, see the Help Article "Sales - Charge Up Jobs - Sales Invoice (Site Visits)"