The Home Visits & Surveys Report in Appliance.io helps your team stay on top of all scheduled customer visits — from surveys and installations to service calls. It ensures that visits are properly tracked, follow-ups happen on time, and your sales and support teams have the insights they need to deliver excellent customer experiences while staying efficient.
📍 Accessing the Report
From the sidebar, click Reports
Select Home Visits & Surveys
Inside the report, you’ll find filters to refine your data:
Search Bar
Order Date
Home Visit Type
Scheduled Date
Completed Date
Sales Person
👉 Click Reset Filter anytime to clear selections and view the full dataset.
📤 Exporting the Report
Need the data outside Appliance.io?
Click Export to download the report in PDF, Excel, or CSV format.
Exports will only include data based on your active filters.
📊 Report Data
The Home Visits & Surveys Report organizes data into detailed fields, including:
Order Date and Number
Customer Name
Home Visit Type and Status
Scheduled and Completed Dates
Phone Number
Delivery Date
Sales Person and Surveyor
This structure ensures you always have the right details at your fingertips.
📑 Types of Home Visits
The report tracks three key visit types:
Survey → Pre-check visits like space measurements or fit confirmations.
Install → When technicians set up purchased appliances.
Service → For repairs or checks on previously installed appliances. usually ones bought through Appliance.io
🔎 Viewing Details
In the Actions column, click View to open full details. What you see depends on the visit status:
In-Transit → Limited details are available.
Completed → Includes the surveyor’s notes, dimensions (Height, Width, Depth), and other specifics.
🎉 You’re Ready!
The Home Visits & Surveys Report gives you a clear, organized view of every visit, helping your team stay proactive, deliver better service, and keep customers happy. With powerful filters, exports, and detailed records, it’s your go-to tool for managing the entire customer visit process.