Run a visit from your phone

My Day is the technician’s view of the day: their own stops, one after the next, built for a phone at a job site. This is how a tech runs a visit from arrival to close-out.

Before you start

You need a Florio sign-in with the service view permission, and a dispatcher has to have released a visit to you (see Schedule and dispatch a visit). Your stops then appear under My Day in the Service group.

Steps

1. Open My Day. The current stop is expanded and shows the site access notes, the caller, the parts on the call, and a spot for photos. Read the site access first: it is where the loading dock, the badge, and the floor rules live.
2. On arrival, tap Check In. The visit clock starts; your shift punch stays open across all your stops.
3. Do the work. Add photos as you go, and confirm the parts you actually used.

Screenshot from a demo workspace; data illustrative.

4. When you finish, choose Complete Visit. The debrief sheet closes the visit’s time entry, confirms the parts used, keeps your photos, and takes a short note on what happened. If you could not finish, choose Cannot Complete and pick a reason (no access, parts needed, customer rescheduled), which sends the call back for a follow-up visit.

Screenshot from a demo workspace; data illustrative.

Good to know

• The parts you confirm as used, and your on-site hours, flow to the call’s cost and to its Call P&L in the office. You never see a part’s cost or price on your phone.

Screenshot from a demo workspace; data illustrative.

• Completing the last open visit does not close the call. It hands the office a suggestion to resolve it, so a human always makes the final call.