# Using the Planner for Low Service Visits

#### **Using the Planner for Low Service Visits**

Prior to visiting a field where you anticipate having low/no service, download the Field Visit to your mobile device by creating a Plan in the INVISION Planner

- Visit [https://trials-mobile.prod.intent.ag/](https://trials-mobile.prod.intent.ag/) or open the INVISION Mobile all and login using your email and password

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-05/scaled-1680-/WHbimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-05/WHbimage.png)

- Plans are Client-specific, so be sure you are in the correct Client. 
    - To change Clients, click in the **Profile** tab and select **Change**

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-05/scaled-1680-/uUgimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-05/uUgimage.png)

- Select the **Planner** tab

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-05/scaled-1680-/g5uimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-05/g5uimage.png)

- Select **Start Planning Now**

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-05/scaled-1680-/U1Pimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-05/U1Pimage.png)

- Create a name for the visits and click **Next**

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-05/scaled-1680-/8Dqimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-05/8Dqimage.png)

- Select your **Trial**, **Protocol**, and **Grower** from the dropdowns, find the field you plan on visiting, and select **Add**
    - You will repeat this step for all fields you wish to add to your Plan

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-05/scaled-1680-/hL3image.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-05/hL3image.png)

- Click **Next**, and a download will begin. When it's finished, you will see a green checkmark next to the field and a success message. Select **Return to Planner**

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-05/scaled-1680-/7Lrimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-05/7Lrimage.png)

- You will now see the Plan you created in your Planner

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-05/scaled-1680-/esKimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-05/esKimage.png)

- To start the Field Visit when you don't have any service, select the **Planner** tab, select **View** on the Plan you created, and select **Go** on the field, and click **Start**

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-05/scaled-1680-/VOgimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-05/VOgimage.png)