Recommendations in your Todo list can be converted to actual once the job is done. In this process, you can record exactly what happened, such as the date, location, application details and applicator information. Any information that isn't included in the recommendation can be added into the actual. Heres how:
Convert a recommendation to an actual on the iPad/iPhone:
- Locate the recommendation from your jobs list from the Maps or Jobs page and click on the “Convert to Actual” button.
- If required, update or add information to any of the fields shown so that an accurate historical record of the job is kept.
- Once done, press ‘next’.
- If you are happy with the preview, press ‘submit’.
- Your actual is now recorded.
This process is almost identical on the website. The only difference is that there is no step 4, just a save button.
Converting the recommendation to actual doesn't destroy the recommendation, so you can always look back at what was recommended v.s what actually happened.
If you need any other assistance, please don't hesitate to contact your local support team.