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 completing:

1. Job must be "In Progress" - Start it when you arrive on-site
2. Document your work - Take photos, add notes
3. Review what was done - Make sure everything is captured

Completing Individual Tasks

For jobs with task lists, you can complete tasks one at a time:

1. Open the job you're working on
2. Find the task list section
3. Click the checkbox next to each completed task
4. Tasks update individually without completing the whole job
5. Job remains "In Progress" until you mark it complete or complete all tasks

Completing All Tasks and the Job

When all work is done and you're ready to finish:

Using Complete All Tasks

1. Open the job you're finishing
2. Find the "Complete All Tasks" button at the bottom of the task list
3. Click "Complete All Tasks"
4. BlueClerk automatically:
   • Marks all incomplete tasks as COMPLETED
   • Sets the job status to COMPLETED
   • Stamps completedAt timestamp
   • Records completedById (your user ID)
   • Logs the status change to activity history
5. Mobile no longer needs a separate "Complete Job" step - one tap does it all

Manual Job Completion (No Tasks)

For jobs without tasks, or if you prefer to complete the job separately:

1. Open the job
2. Click "Complete Job" or "Mark Complete"
3. Add completion details:
   • Final notes about the work
   • Additional photos if needed
   • Any follow-up required
4. Submit to mark the job complete

What Happens When You Complete

Automatic Actions

• Job status changes to "Completed"
• Completion timestamp is recorded
• Completed by is logged (your user ID)
• All tasks are marked complete (if using Complete All Tasks button)
• Activity log records the status change
• Property work history is updated with this job
• Customer notification is sent (if configured)
• Review request is queued to send 24 hours later (if Google review URL configured)

What You Should Include

Good job completion includes:

• Photos - Before and after, work completed, materials used
• Notes - What was done, any issues found, recommendations
• Materials used - What was installed or replaced
• Follow-up needs - Anything customer should know

After Completion

Creating an Invoice

Once a job is complete, you can:

1. Click "Create Invoice" from the completed job
2. Line items auto-fill from the job report
3. Review and send to the customer

Job Report

Completed jobs generate a permanent record showing:

• What was done
• Photos and notes
• Who did the work
• When it was completed
• Materials used

This becomes part of the property's history forever.

Tips

• Complete tasks as you go - Check them off throughout the day
• Use Complete All Tasks when ready to wrap up - saves a step on mobile
• Take good photos - They protect you and inform customers
• Be thorough in notes - Future you will thank current you
• Don't rush completion - This is your permanent record

Questions

Q: Can I complete some tasks but leave others incomplete? A: Yes - tasks can be completed individually without finishing the job. The job stays "In Progress" until you explicitly complete it or use "Complete All Tasks".

Q: What if I forget to complete all tasks before marking the job complete? A: Use the "Complete All Tasks" button - it marks all incomplete tasks as done and completes the job in one action.

Q: Can I edit a completed job? A: No - once marked complete, jobs are locked to preserve the historical record. If you need to add information, add a note or create a follow-up job.

Q: What if I need to go back after completing? A: Create a new job for the follow-up work. The original completed job remains as a record, and the new job is linked to the same ticket.

Q: Does completing a job notify the customer? A: If configured in your settings, yes - customers receive a completion notification with job details and a link to view the work.