Open your visit board
Use Live visits and find today’s site by homeowner or address.
Home / Features / Client Site Visit Tracking
Available in the web platformInstaller operations need a clear view of today’s visits without seeing unrelated jobs or private technician details.
Client & survey
Installer company users following their own visits and staff coordinating field operations.
Open Live visits in an authorized company portal. The board shows your company’s permitted visit data; live positions depend on the provider feed and the server’s location-sharing setting.
The Live visits board brings together today’s visit statuses, a map, timeline and summary counts. Search by homeowner or address, and filter by state or visit status to focus the view.
Anonymous Technician 1, Technician 2 and similar rows distinguish assigned vehicles within the current view. These numbers can change between refreshes; they are not a staff directory or permanent technician identifiers.
When location sharing is enabled, the latest provider position can appear while a technician is en route to your visit or between two visits for your company. The position is rounded to about 50 meters and is hidden once the technician is on site.
Positions are also hidden while working for another company, after your final visit, near a home base or when the fix is too old. Only a current point is shown, not a trail of where a technician has been.
An admin’s dispatch view has separate operational controls and broader authorized context. The client board retains company isolation rather than copying the staff view’s identity and location detail.
Reviewed October 13, 2026. This guide covers the released installer web workflow. Company permissions, source availability and delivery requirements still apply.
Use Live visits and find today’s site by homeowner or address.
Check the timeline and available en-route information; distinguish a status update from a live position.
Use the job card and site support thread if a visit needs clarification or a scheduling change.
Illustrated workflow. These cards explain the process; they are not screenshots of a customer project.
A company-scoped visit view helps operations plan access and communicate internally while preserving field-team privacy.
An installer sees a rounded truck position approaching its first site. After arrival the board shows On site without coordinates. Later, when the technician heads to another company’s work, the installer no longer sees that position.
The board is limited to your company’s visits. Technician names, personal contact information and location history are not exposed.
A live feed can be stale, absent or unavailable. A missing truck marker does not prove that a technician has stopped or that a visit failed.
Only eligible provider locations are shared. Locations recorded by the Solar Survey AI field app retain their separate consent and access limits.
ETAs, lateness indicators and map positions support coordination; they are not arrival guarantees, proof of completed fieldwork or a delivered survey.
Street and satellite basemaps depend on their providers. A fallback map does not replace a missing location feed or create a new observation.
Bring your current workflow and the handoff that needs attention. We can discuss the available feature, appropriate access and relevant survey services.
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