A Visit represents a scheduled appointment tied to a Method Job. There are two types of Visits:

Estimate Visit: Used when a technician must attend the job site to determine scope, cost, or required work before a final price is provided.
Work Order: Used when actual work is being performed.

This article focuses only on visit creation and scheduling behavior — not invoicing.

Estimate Visit

A dispatcher will create an Estimate Visit when:

The scope of work is unknown.
A technician must inspect the site before quoting.
Time and labor requirements need to be assessed.

There are three ways to create an estimate visit:

From a newly created Method job request
Within an Estimate linked to a Method Job
Within the Schedules App

Visit Creation Requirements

You will only be able to create an Estimate visit when:

One Method job record exists (any job).
The estimate is not already linked to another visit. Only one visit is allowed for an estimate.
The estimate is linked to a Method Job (If created from the Schedules app, a Method Job will be created).

Create an Estimate Visit when creating a new Method Job

Create a ⊕ New Job.
Fill out the Job request details, and when the required fields have been filled, toggle Estimate visit needed to on.
The primary action button changes from Save to Save and Schedule Visit. Click this button.
This will open up a modal to Create Estimate Visit.

See below for more information on this modal.

Create an Estimate Visit from a Method Job's estimate

Select a Method Job within the Method Jobs app.
Within the app ribbons, click the Estimates tab and either select the estimate or create a new estimate.
In the estimate, scroll down and toggle Estimate visit on.
When you Save the etimate, the Create Estimate Visit modal will show.

See below for more information on this modal.

Create an Estimate Visit in the Schedule app

Open the Schedule app and Add an event or click and drag a time range on the day the visit should be scheduled.
After selecting a time, the Create Visit modal will show. Make sure Estimate visit is selected.
Fill in the Customer details, and then continue below for more information on this modal.

The Create Estimate Visit Modal

Depending on how you initiated the Estimate Visit, the modal is similar for all cases. Fill in the following fields:

Parameters	Description
Estimate #	Leave blank for QuickBooks to auto-calculate (if custom transaction numbers are disabled in QBO).
Job	If creating a visit from the Schedules App, select the job the visit is associated with. If left blank, a new Method job will be created.
Status	Select the status for the visit: Scheduled Scheduled (reschedule pending) Rescheduled Cancelled Unscheduled In progress Completed
Start date & time	Start date & time for the visit
Duration (hrs)	Duration of visit in hours
Schedule later	When checked, the Status will change to Unscheduled, and the visit will need to be scheduled in the Schedules App.
Assignee	Method User technician assigned to the visit.
Instructions	Instructions for the visit.
Attachments	File attachments available for the technician.

After entering details:

Click Save to create the Visit.
You may optionally Send the visit notification to the customer.

Work Orders

A Work Order is also considered a visit, and represents the actual work performed for a Method Job. A Method Job may have only one Work Order, but may require multiple Work Orders for phased work, follow-up work, or additional work discovered.

Each Work Order:

Has independent line items.
Has independent completion status.
Can be invoiced individually or combined

There are multiple ways to create a Work Order. Although you can create a Work Order using the Work Orders app, it is best practice to create the Work Order via:

The Jobs App
The Schedules App

Create a Work Order from a Method Job

Create or select a Method Job within the Method Jobs app.
In the app ribbons, click the Work Orders tab and create a new Work Order.
Either
- Create a one-time work order.
- Create a recurring work order.

This work order will show up in the Schedule App and also be linked to the current Method Job.

Creating Work Orders from the Schedule App

The Schedule app is fully integrated with Work Orders.

Open the Schedule app and Add an event or click and drag a time range on the day the Work Order should be scheduled.
This will open the Create Visit modal. Enter in the Customer details, and then click WO Visit.
Fill in the below fields.

Fill in the following fields:

Parameters	Description
Linked Job #	Select the Method job the Work Order should be attached to. It is best practice to always have Work Orders linked to a Method Job.
Status	Select the status for the visit: Scheduled Scheduled (reschedule pending) Rescheduled Cancelled Unscheduled In progress Completed
Start date & time	Start date & time for the visit
Duration (hrs)	Duration of visit in hours
Schedule later	When checked, the Status will change to Unscheduled, and the visit will need to be scheduled in the Schedules App.
Assignee	Method User technician assigned to the visit.
Instructions	Instructions for the visit.
Attachments	File attachments available for the technician.
Will this work order be invoiced?	Set whether or not the Work Order should be invoiced.