Home Visits Guide

Hey there! In this video, we'll walk you through one of our handiest features: The Home Visit.

So, what is a Home Visit? It's a special feature that lets you manage different kinds of customer visits — like surveys, services, or installs — right from an order - So, why use it? Maybe your customer isn’t sure if a new fridge will fit in their kitchen. Maybe their washing machine needs fixing. Or maybe they just need help installing that shiny new oven that didn't get installed at delivery. Home Visits keep it all organized and simple.

Alright, let’s get started. First, head over to the My Orders page from the sidebar.

Once you're there, find and select the order you want to add a Home Visit to. For now, we'll take this one.

In the top right corner of the order page, drop down the Select Action Menu,

then hit Add a Home Visit.

You’ll see a pop-up with three types of Home Visits: Survey, Service, and Install. Let’s break ‘em down.

First up: Survey. Use this if the customer needs a site check before an install, like measuring space or verifying fit.

Here’s what to do: Pick the Survey Form.

you can choose more than one.

A sketch preview will show up based on the form you selected.

Select the Model Number.

Choose the Delivery Method.

Pick a Date.

and add a quick Description.

Done? Hit Save.

Now that survey info will show up in the order summary.

Not only can a Home Visit be added while the Delivery Status is In-Transit, but it can also be added while it's Reserved, Open, Scheduled, and Delivered.

Want a closer look at the sketch? Just click on it.

Click on the designated area.

Need to make changes? Use the pencil icon to edit, or the trash can to delete.

Next is the Service type. This is for fixing or checking appliances that have already been installed — usually ones bought through Appliance.io.

Here's the flow: Fill in the Description, let the surveyor know the specifics of why they are performing a home visit. Be detailed!

Choose a Delivery Method.

and Pick the Date.

Then, click Save.

Just like before, you’ll see it in the order summary,

And you can edit or delete it with the icons.

Last but not least: Install. Use this when the customer bought an appliance with installation, and they need a technician to set it up.

the Steps are Select the Model Number,

Add a Description,

Pick the Delivery Method,

and Choose a date.

Then hit Save.

Same deal — you’ll see it in the order summary,

with edit and delete options.

And yes, you can stack all three types of visits on the same order if needed.

Let’s say your customer isn’t ready to place an order just yet — maybe they’re unsure if that new range will fit, or they need service on an old appliance. No problem. You can request a Home Visit right from a quote.

Here’s how: Head over to the My Quote page. Click on the Home Visit button. Then choose your visit type — Survey or Service. Quick note: For Survey, you’ll need to add a Line Item first (so they know the specs of the appliance the customer plans to install and can check their existing space for compatibility). For Service, you can go ahead without one.

For this example, let’s go with Survey Select the Survey Form with the same type of appliance you want to buy.

Pick the Model Number, choose a Delivery Method, Date, and add a Description.

Once everything looks good, hit Save.

Your Survey will now appear right on the Quote page. And when you’re ready to move forward, just click Add Payment to create an order straight from that quote. Easy, right?

And that’s how you use Home Visit!! Next Up: Check out our Home Visit Report video — it walks you through how to view reports, track visits, and more.

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