To complete a visit you need whatever the client uses for entry — a physical key, lock-box code, garage keypad, etc.
Home access notes (codes, alarm steps, and so on) appear in the Client's Profile; review them before every first visit.
Your company will have one of the two key-handling workflows below. If you are unsure which applies, ask your manager.
1) “Request / Manager Schedules” workflow
When an upcoming visit identifies that you don't have that key (and that there is no Key Transfer schedule), you can tap Request Key on your My Schedule to notify management.
Management schedules a pickup appointment. You will see a notice in the Notifications panel and on Schedule › Key Transfers with the date, time, and location.
After physically picking up the key, open that transfer on Schedule › Key Transfers and press Pickup so the portal knows you have it.
When it is time to return the key you will receive another transfer notice; click Return once you drop it off.
2) “Pick Up / Return Yourself” workflow
If self-service is enabled you can record movements without a separate request step:
Go to Profiles › Keys.
My Keys tab — keys the portal believes you already hold.
Office tab — keys stored at the office (or other central location).
Find the key you are taking or bringing back and click Pickup or Return.
The entry instantly updates for managers, so everyone knows where the key lives.
Quick Tips
Check your list: Profiles › Keys › My Keys always shows every key currently signed out to you.
Keep notes clear: If a home uses a code instead of a key, verify the code in the Client Profile before the first visit.
Missing key on the day of service? Contact your manager—do not mark “Pickup” until you actually have the key in hand.