Visits is Finocket's field-work diary: log every site visit against a client and project, dictate your notes by voice instead of typing, and swipe entries to duplicate or delete. Built for people who spend the day on sites, not at a desk.
How do I log a visit?
- Tap Add → Visit (or the add button on the Visits list).
- Pick the client — or create one right there without leaving the form.
- Pick the project — the list is filtered to that client's projects, and you can inline-create a new one too.
- Set the date. It stays sticky as you log multiple visits, and Finocket hints when you're back-dating or future-dating.
- Choose the type: Site Visit, Plan Check or Final Visit.
- Add notes — type them, dictate them with the mic (speech becomes text as you talk), or record a voice memo and let Finocket transcribe it into the notes.
- Save. You can do this with no signal — you'll see “Saved offline” and it syncs when you are back.
A muhurat strip on the form shows auspicious timings, handy when clients ask you to schedule a bhoomi puja or griha pravesh visit on a good muhurat.
How do I find, edit or clean up visits?
The Visits list is searchable — find any visit by client, project or note text. Two swipe gestures speed up housekeeping:
- Swipe left to delete — with an Undo, so a slip of the thumb costs nothing.
- Swipe right to duplicate — perfect for the weekly visit to the same site; duplicate yesterday's entry and just change the date.
Tap a visit to edit its date, type and notes. The client and project are fixed once saved — if a visit was logged against the wrong client, duplicate the details onto a new entry under the right client and delete the old one.
How do I plan the day with the dispatch board?
Open the Dispatch board (the button on the Visits list) to turn logged visits into a field-service day-planner. It's a mobile-first board, one lane per team member plus an “Unassigned” lane:
- Assign a visit to a team member — it moves into their lane.
- Schedule a time and step through days with the date arrows; each lane shows that member's route for the chosen day.
- Order the route — nudge visits up or down to set the sequence you want them driven in.
- Tap through status — Planned → En route → Done, or Cancel — sized for a thumb on site.
Every visit stays a normal visit: a visit you never put on the board behaves exactly as before. The board only adds the assignment, schedule, order and status on top.
Why log visits at all?
- A defensible record — when a client disputes “you never came to site”, your dated visit log answers.
- Voice-first capture — dictate observations while walking the site; no typing with dusty hands.
- Project context — every visit hangs off a client and project, so the story of a site builds up in one place.
- Fast repeat logging — sticky dates and swipe-to-duplicate make daily rounds a few-second job.
Who can log visits?
Owners and assistants can add, edit, duplicate and delete visits, and can assign, schedule and reorder them on the dispatch board. An accountant sees everything read-only. On the board there is one extra rule: a team member can only change the status of visits assigned to them — nobody can touch another member's lane. The Visits module is on by default for business accounts and can be toggled in Settings → Modules & features.
Related: Projects & time tracking, CRM & deals.