In Residence Processing

In Residence Processing gives you a way to enter the dates that your customers will be at their property, and to schedule visits around those dates. Once you put in an In Residence entry, all of the automatic scheduling avoids those dates without you having to think about it.

Note — a report or task you add yourself with Add Report or Add Task on the Reports/Tasks screen (or in the mobile app) is never cancelled by In Residence. Use this when you have work to do at the property while your customer is there. It does not matter whether you add it before or after the In Residence entry. Visits that come from a schedule, including One Time schedules, are cancelled during In Residence dates.

To enter a new In Residence entry, go to Scheduling and select the In Residence tab, then click Add In Residence.

Select the property, enter the Start Date and End Date, an optional description and notes, and click Save. As soon as you do, the system adjusts any existing reports so that they fall outside of the In Residence period, while respecting the day of the week and schedule you have set.

In this example Bob Harris has a weekly Tuesday home visit and a monthly filter-change task, both due on September 15:

The family is coming in on September 14 and leaving on the 20th, so we add an In Residence entry for those dates. After saving it, the calendar for that week is clear — the September 15 visit is held back, and the schedule simply resumes with the next Tuesday visit on September 22:

If you change the dates on the In Residence entry, the system continues to move reports past the time blocked. Shortening or deleting an entry releases the reports it was holding back: any report it currently blocks reopens on its normal cadence unless another In Residence entry still covers those dates.

To remove an entry, open it and click Delete, then confirm. Continuing the example, deleting the Harris entry puts the September 15 visit back on the calendar.

Entries from the Customer App

If your customers use the Customer App, they can enter their own stay dates. Those entries arrive on the In Residence tab marked Portal with a status of To Review, and a Review badge appears on the Scheduling menu entry. Use the To Review filter to see them, open each one, check (or adjust) the dates and click Save — saving the entry approves it. Visits are only moved once the entry is approved.

Requests with a stay

If you offer stay services, a client adding a stay can ask for them at the same time, for example Stock the fridge before we arrive. Open the stay: its requests are listed under Requests. Click Create Task on each item to plan the work. Saving the stay does not accept the requests. See Client Requests and In Residence Requests.