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. For jobs with multiple tasks, you can now complete tasks individually without marking the entire job as done, or use the "Complete All Tasks" button to mark all incomplete tasks as done and automatically complete the job in one tap.

Job Lifecycle

A job moves through these stages:

Scheduled → In Progress → Completed

Starting a Job

Before you can complete a job, it must be started:

1. Open the job you're working on
2. Click "Start Job" to change status to In Progress
3. Perform the work
4. Ready to complete? Continue below

Completing a Job

From Any Status

You can now complete a job from multiple statuses:

• SCHEDULED - Skip straight to completion without starting
• RESCHEDULED - Complete after rescheduling
• IN_PROGRESS - Normal completion after starting
• PAUSED - Resume and complete

Note: You cannot complete CANCELLED or INCOMPLETE jobs directly.

Basic Completion

1. Open the job from your jobs list or schedule
2. Click "Complete Job" button
3. Add completion details:
   • Photos: Upload photos of completed work (optional but recommended)
   • Notes: Describe what was done, any issues, or follow-up needed
   • Materials used: List any materials or parts installed
4. Click "Save" to mark the job complete

What Happens When You Complete

• Job status changes to COMPLETED
• A job report is created with your photos and notes
• The report becomes part of the property's permanent work history
• You're notified of completion
• Customer can see the completed work (if they have property access)

Task Management

Viewing Tasks

If a job has tasks associated with it:

1. Open the job detail modal
2. Scroll to the Tasks section
3. See all tasks with completion status

Completing Individual Tasks

You can complete tasks one at a time without finishing the entire job:

1. Find the task you've finished in the Tasks section
2. Click the checkmark icon next to the task
3. The task is marked complete immediately
4. The job stays open - you can continue working on remaining tasks

Complete All Tasks at Once

To finish all remaining tasks and the job in one action:

1. Open the job detail modal
2. Click "Complete All Tasks" button at the bottom of the Tasks section
3. All incomplete tasks are marked complete automatically
4. The job status changes to COMPLETED immediately
5. A job report is created with task completion details

Note: The "Complete All Tasks" button only appears when the job has at least one incomplete task.

Best Practices

Document Everything

• Take photos of completed work from multiple angles
• Note any issues encountered during the job
• List materials used for warranty reference
• Explain any deviations from the original scope

Complete Promptly

• Complete jobs the same day when possible
• Fresh memory means better documentation
• Customers appreciate timely updates

Quality Check

Before marking complete, verify:

• Work meets the scope described in the ticket
• All tasks are actually finished
• Customer concerns are addressed
• Follow-up work is noted if needed

After Completion

What the Customer Sees

When you complete a job:

• Customer receives a notification (if enabled)
• Job report is visible on their property's work history
• They can review your photos and notes
• They may be prompted to leave a review

Creating an Invoice

After completion:

1. Click "Create Invoice" from the completed job
2. Line items prefill from the job report
3. Adjust pricing if needed
4. Send to customer for payment

Follow-Up Work

If additional work is needed:

1. Note it in the completion notes
2. Create a new ticket for the follow-up
3. Link it to the same property for continuity

Troubleshooting

Can't Complete Button Missing

If you don't see a "Complete Job" button:

• Check the job status - only SCHEDULED, RESCHEDULED, IN_PROGRESS, and PAUSED jobs can be completed
• CANCELLED jobs must be reopened first
• INCOMPLETE jobs need to be addressed differently

Task Completion Not Saving

If clicking the checkmark doesn't work:

• Refresh the page and try again
• Check your internet connection
• Contact support if the issue persists

Complete All Tasks Button Not Showing

The button only appears when:

• The job has at least one task defined
• At least one task is still incomplete
• If all tasks are already done, the button is hidden

Questions

Q: Do I have to add photos when completing a job? A: No, but it's strongly recommended. Photos protect you if disputes arise and help you remember what was done years later.

Q: Can I edit a job report after completion? A: Contact support to update a completed job report. We limit edits to maintain accurate work history.

Q: Can I reopen a completed job? A: Yes, but only admins can reopen completed jobs. This ensures work history accuracy.

Q: Do I have to start a job before completing it? A: No, you can now complete jobs directly from SCHEDULED, RESCHEDULED, or PAUSED status without starting them first.

Q: What's the difference between completing individual tasks and using "Complete All Tasks"? A: Completing individual tasks lets you mark tasks done one at a time while keeping the job open. "Complete All Tasks" marks all remaining tasks complete AND completes the entire job in one action.

Q: Can I undo a task completion? A: Currently, you cannot uncomplete tasks through the UI. Contact support if you accidentally marked a task complete.