Skip to main content

Run a Customer Property Visit

A property visit is only useful if it's on record: who the customer is, where they went, who was responsible, and what happened next. This page covers the whole loop — schedule the visit, confirm or reschedule as plans change, mark the steps along the way, and record the outcome.

Entry pointMobile app

Before Scheduling​

Have these details ready — a visit scheduled with gaps creates confusion on the day:

  • Customer name and phone number.
  • Customer requirement.
  • Property, project, or site.
  • Visit date and time.
  • Assigned field executive.
  • Meeting point or location.
  • Notes from the sales conversation.

Schedule a Visit​

  1. Open the contact or schedule visit action.
  2. Select the customer.
  3. Select property, project, or site.
  4. Add date and time.
  5. Add requirement details and notes.
  6. Assign owner or field executive.
  7. Save the visit.
  8. Confirm the visit appears in the Visits tab or calendar.

Manage a Visit​

Depending on status and permissions, field users may:

  • Confirm the visit.
  • Reschedule.
  • Cancel.
  • Mark reached location.
  • Mark met client.
  • Add notes.
  • Complete the visit.

After the Visit​

Add outcome notes while it's fresh. Cover:

  • Did the customer attend?
  • What did they like or reject?
  • Did budget or requirement change?
  • Is a revisit needed?
  • Should a deal be created or updated?
  • What follow-up should happen next?

Common Issues​

IssueWhat to check
Visit is missingCheck date, status, assignment, and filters.
Cannot update visitCheck permissions and current visit status.
Customer details are incompleteOpen the linked contact and update missing details.
Visit was rescheduledUse reschedule rather than creating a duplicate.

If you can't update a visit's status — confirm, reschedule, complete — or visits assigned to you never appear, that's permissions or assignment. Your admin can check your role and how visits are routed to field executives.

Contact Brixi support if visit updates save and then revert, or a visit you saved never shows in the Visits tab or calendar. Include the customer name, the visit date and time, and which status action failed.

Visit reports and field executive reports show scheduled, completed, cancelled, and rescheduled visits.

Was this article helpful?If something is unclear or out of date, email support@brixi.ai with the article title — or see Getting Help for what to check first.