Documentation Index
Fetch the complete documentation index at: https://appliance-preview.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
The Home Visits & Surveys Report in Appliance.io helps your team stay on top of all scheduled customer visits — from surveys and installations to service calls. It ensures that visits are properly tracked, follow-ups happen on time, and your sales and support teams have the insights they need to deliver excellent customer experiences while staying efficient.
📍 Accessing the Report
From the sidebar, click Reports Select Home Visits & Surveys Inside the report, you’ll find filters to refine your data:- Search Bar
- Order Date
- Home Visit Type
- Scheduled Date
- Completed Date
- Sales Person
📤 Exporting the Report
Need the data outside Appliance.io? Click Export to download the report in PDF, Excel, or CSV format. Exports will only include data based on your active filters.📊 Report Data
The Home Visits & Surveys Report organizes data into detailed fields, including:- Order Date and Number
- Customer Name
- Home Visit Type and Status
- Scheduled and Completed Dates
- Phone Number
- Delivery Date
- Sales Person and Surveyor
📑 Types of Home Visits
The report tracks three key visit types:- Survey → Pre-check visits like space measurements or fit confirmations.
- Install → When technicians set up purchased appliances.
- Service → For repairs or checks on previously installed appliances. usually ones bought through Appliance.io
🔎 Viewing Details
In the Actions column, click View to open full details. What you see depends on the visit status:- In-Transit → Limited details are available.
- Completed → Includes the surveyor’s notes, dimensions (Height, Width, Depth), and other specifics.