Completing a Job

Overview

Completing a job is the final step of the on-site workflow. When you mark a job complete, you're documenting that the work is done, adding photos and notes, and creating a record that becomes part of the property's permanent history.

Job Lifecycle

A job moves through these stages:

Scheduled → In Progress → Completed

Starting a Job

Before completing, you must start the job to track when work began. See [Starting a Job] for details.

Logging Materials Installed

Quick Material Logging During Work

While a job is active (In Progress status), you can log equipment and materials installed directly from the job detail modal:

1. Open the active job from your assigned jobs list
2. Click "Log Materials Installed" button
3. Choose item type: Equipment or Material
4. Select category (HVAC, Plumbing, Paint, Flooring, etc.)
5. Pick or type name - Quick chips available for common items
6. Add brand (optional)
7. Add detail - Model number for equipment, color for materials
8. Choose location:
   • Select a zone (Exterior, Garage, Roof, Attic, etc.)
   • Pick a room if applicable
   • Leave blank for "Unassigned"
9. Click "Log"

The material is immediately added to the property's equipment inventory with the current job linked, creating a permanent record of what was installed during this visit.

Why Log Materials

• Permanent property record: Equipment stays with the property forever
• Future reference: You or other contractors know exactly what's installed
• Warranty tracking: Linked to the job that installed it
• Homeowner value: Complete maintenance history increases property value

Multiple Items

You can log multiple items without closing the form - each "Log" click saves one item and clears the form for the next entry.

Completing a Job

Marking Complete

Once all work is done:

1. Open the job from your dashboard or schedule
2. Click "Complete Job" or similar action
3. Add completion notes describing what was done
4. Upload photos of completed work (before/after pairs recommended)
5. Confirm completion

What Happens Next

• Job status changes to Completed
• Completion timestamp is recorded
• Job report is created with your notes and photos
• Work becomes part of property history
• You may be prompted to create an invoice

Job Reports

When you complete a job, BlueClerk creates a permanent job report that includes:

• What work was performed
• Photos you uploaded
• Materials logged during the job
• Date and time completed
• Who performed the work

This report becomes part of the property's permanent work history.

After Completion

Creating an Invoice

If you haven't invoiced yet:

1. Click "Create Invoice" from the completed job
2. Review prefilled line items from the job report
3. Adjust amounts if needed
4. Send to customer

See [Creating Invoices from Job Reports] for details.

Following Up

After completing:

• Request customer signature on the job report
• Ask for a Google review
• Follow up on payment if invoiced

Tips

• Log materials as you install them - Don't wait until the end
• Take photos throughout - Before, during, and after shots tell the story
• Be specific in notes - Future you (or other contractors) will appreciate details
• Upload photos before marking complete - Easier while you're on-site

Questions

Q: Can I complete a job without logging materials? A: Yes, material logging is optional. But it adds value for the customer and helps if you return to the property later.

Q: What if I forget to log something? A: You can add equipment to the property's inventory anytime from the property detail page, even after the job is complete.

Q: Do logged materials show on the invoice? A: Not automatically. You still add line items to the invoice separately. Material logging is for the property's permanent equipment inventory.

Q: Can homeowners see what I logged? A: Yes, logged equipment appears on the property's Inventory tab, visible to the homeowner and future contractors (with appropriate permissions).

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ACTION: UPDATE FILENAME: properties/equipment-management.md CONTENT:

title: "Equipment & Material Management" category: "Properties" description: "Track equipment, appliances, and materials at each property with AI-powered label scanning"

Overview

Equipment management lets you maintain a detailed inventory of all equipment, appliances, and materials at a property - HVAC units, water heaters, paint colors, flooring types, and more. Track brand, model, serial numbers, installation dates, and photos. Equipment can be assigned to floor plan rooms, property zones (Exterior, Garage, Roof, etc.), or custom locations. When equipment is replaced, it's automatically archived with a complete replacement history.

Accessing the Inventory Tab

Property equipment is now organized in a dedicated Inventory tab:

1. Open a property detail page
2. Click the "Inventory" tab in the property tabs
3. View all equipment and materials in one place
4. Floor Plan tab is separate - just for the floor plan image and room labels

The Inventory tab shows equipment grouped by category with location details, making it easy to see everything installed at the property.

Adding Equipment or Materials

From a Job (Quick Logging)

The fastest way to log materials is while completing work:

1. Open an active job from your assigned jobs list
2. Click "Log Materials Installed"
3. Select type (Equipment or Material)
4. Choose category using quick picker
5. Pick name from chips or type custom
6. Add brand and details (model for equipment, color for materials)
7. Choose location - zone + room or just zone
8. Click "Log"

The item is immediately added to the property's Inventory tab with the current job linked. See [Completing a Job] for full details on material logging during work.

Manual Entry from Property

Add equipment directly from the property page:

1. Open a property detail page
2. Go to the "Inventory" tab
3. Click "Add Equipment/Material"
4. Choose type: Equipment or Material
5. Select category (HVAC, Plumbing, Paint, Flooring, etc.)
6. Click a name chip or type your own
7. Add brand, model/color, serial number (optional)
8. Choose location:
   • Select from property zones (Exterior, Garage, Roof, Attic, Basement, etc.)
   • Pick a floor plan room if applicable
   • Type a custom location
9. Upload photos of the equipment or label
10. Click "Save"

AI Label Scanning

Skip manual typing - scan equipment labels with your phone:

1. Open property on mobile or upload from desktop
2. Click "Scan Label" when adding equipment
3. Take a photo of the equipment label/nameplate
4. AI extracts brand, model, serial