A visit scheduled as Service does not include Collect Money on the checklist, meaning, there isn't a way to record a money bag in Gimme Field and, if counted in the Money Room, will create an unassigned bag.
If the driver physically collects money for a visit scheduled as Service, he/she will need to change the visit type in order to enter the money bag number.
On the other hand, if a visit is scheduled as Collect, but the driver does not physically collect money the driver can either enter the money bag number in Gimme Field and turn in an empty bag or change the visit type from Collect to Service and complete the visit without entering a money bag number. If the driver does not enter a money bag number for a Collect visit, the visit will remain incomplete and will not sync to Gimme VMS!
How to change the visit type in Gimme Field
Important: the visit type must be changed BEFORE the visit is synced!
- From the Schedule page, open a visit
- Select the red three-dot menu in the top right of the screen
- Select collect or service to change the visit type
If the visit is completed and synced in Gimme Field, the visit type cannot be changed in the app. An admin must follow the steps to change a visit type in VMS.