To create a visit, go to "Planning" and click the "Create" button in the upper-left corner.
Fill in the “Date”, “Time”, and “Duration” fields and select a field agent
Next, enter the site name. If the site already exists, you’ll be offered to select it from the list; if not, a new site will be created.
To specify the address on the map, right-click the desired location on the map.
Select the required tasks from the list and add them to the visit.
To attach a file to the visit, click the “Attachments” tab and add the required files. They will appear in the mobile app.
Once saved, the field agent will receive a push notification about the new visit on their phone.