Completing Jobs

When work is finished, completing a job properly ensures accurate records and triggers follow-up actions like invoicing.

Marking a Job Complete

From the Web App

1. Open the job
2. Review that all work is documented
3. Click Complete Job
4. Add any final notes
5. Confirm completion

From the Mobile App

1. Open the job on your device
2. Tap Complete
3. Add completion notes or photos
4. Submit

Before Completing

Make sure you've documented:

• Work performed - What was actually done
• Materials used - Parts or supplies consumed
• Time logged - Hours worked by team members
• Photos - Before and after images (if applicable)
• Customer signature - If required for your workflow

What Happens After Completion

When you complete a job:

1. Status updates - Job moves to "Completed"
2. Notifications - Relevant team members are notified
3. Invoice ready - Job can be converted to an invoice
4. Reports updated - Completion data flows to reports

Creating an Invoice

After completing a job:

1. Open the completed job
2. Click Create Invoice
3. Review line items and pricing
4. Add any additional charges
5. Send to customer

Reopening a Job

If you need to reopen a completed job:

1. Open the job
2. Click Reopen Job
3. Select a reason
4. The job returns to "In Progress" status

Note: Reopening may affect related invoices. Review before reopening.

Job History

All job activity is recorded:

• Status changes
• Assignment updates
• Notes and communications
• Time entries
• Document uploads

Access history by opening a job and viewing the Activity or History tab.