How to edit a service visit

Service VisitsUpdated 18 May 20262 min read

How to edit a service visit

Most edits to a Service Visit happen after the visit — when the invoice arrives with the actual prices, or you realise you forgot to log one of the operations performed.

Step 1 — Find the visit

Open Service → Service Visit. The list is sorted by service date, newest first. Use the search box (by vehicle plate or service name) if you need to.

Step 2 — Click the pencil icon

At the right end of the row: 👁 ✏️ 🗑. Click ✏️ to open the edit form. Same form as Schedule, pre-filled.

Step 3 — Common edits

  • Add missed operations — scroll to the Service operations section and click + Add Item for each one you forgot.
  • Update expenses — open each operation in the list and adjust the cost based on the actual bill.
  • Change service address or name — useful when you initially typed a placeholder.
  • Adjust the odometer — if the original reading was off.
  • Add the invoice attachment — once you’ve scanned the bill.

Step 4 — Save

Top-right, click Save. Green confirmation toast.

💡 Tip — Adding an operation here automatically creates a matching entry in Service Operations (with the visit as its parent). You don’t need to log it separately.