This article is also available in:
The function Repeat Visits is critical for anyone who needs to replicate visits on a large scale

If you want to create a Recurring Visit, just access '' Planning / Scheduling '', then click on the '' + '' sign to schedule a visit.

Select the desired User and Location and click '' Repeat '' to display the repeat criteria:

Every day (you decide the frequency per day . Example: 1 time every 10 days)
Monday to Friday
Mondays, Wednesdays and Fridays
Tuesdays and Thursdays
Weekly (you decide the frequency per week . Example: 1 time every 3 weeks)
Monthly (you decide the frequency per month . Example: 1 time every 2 months)
Annual (you decide the frequency per year . Example: 1 time every 3 years)



Important: Future Recurring Visits are Automatically Created by the System.

If there are any changes involving editing or adding Forms (associating, adding or removing questions, etc), future recurring visits will be updated.

How to change the User in an already scheduled visit?

If you have scheduled a Visit, but want to change the User who will make it:

From the menu, click Schedule and select a scheduled visit;
Click on Change Visit;
Select a new User and click Save;

Example

You can replace the person who made the visit by editing the Service Order under Visit Report > Select Visit > Edit Visits.

How to remove a recurrence?

If you want to remove recurrence from a Visit, it is simple.

Under Planning/Scheduling, select the Visit you want to remove recurrence from.

In the tab that opens, click the Remove button.

It will give you two options:

Only this task: All other tasks will be kept.
All tasks in this recurrence: All tasks in this recurrence will be removed.

Remove a visit and its recurrences

Why can't I see my Future Visits?

To prevent Contele Field Team Manager from suffering from fluctuations in usage, slow loading of information and loss of data during synchronization, all recurring visits are created 24 hours before their original date .

Did this content resolve your question or help you?

Vote below and, if you didn't find what you were looking for, send a message in the chat beside.
Was this article helpful?
Cancel
Thank you!