Visit Complete β
Where should this client go on the Maintenance Plans board?
Auto (recommended)
System decides based on remaining visits
π
πΈ Scheduled Spring 2026
Spring visit still upcoming
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β
Completed Spring 2026
Spring visit done, Fall still coming
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π Scheduled Fall 2026
Fall visit still upcoming
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πβ
Completed Fall 2026
All 2026 visits done
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π Active Plans
Back to general active pool
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π§ MP Service Call β Open
Ad-hoc service call in progress
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MP Service Call β Completed
Service call done, archived
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π Inactive
Plan has ended or is on hold
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