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 from your schedule or job list
2. Click "Start Job" to mark it in progress
3. Work is now tracked - duration and status are recorded

Completing a Job

When the work is done:

1. Open the job detail modal
2. Click "Complete Job"
3. The completion dialog opens

Completion Dialog

Required Information

You'll be prompted for:

• Completion notes - Describe what was done (optional but recommended)
• Photos - Upload images of completed work (optional)

Optional Notify Customer Toggle

When completing a job, you'll see a "Notify Customer" checkbox:

• Checked by default - Customer receives a completion notification email
• Uncheck to skip notification - Use this when you'll follow up personally or the customer is already aware

The checkbox input is properly connected to the completion mutation so your selection is respected.

What Happens Next

When you complete the job:

• Status changes to Completed
• Completion timestamp is recorded
• Your user ID is saved as the person who completed it
• Notes are saved to the job record
• Photos are uploaded and attached to the job
• Customer notification sent (if notify toggle was checked)
• Job report is created with all details

Completing Individual Tasks

For jobs with multiple tasks, you can complete them one at a time:

1. Open the job detail modal
2. Scroll to the "Tasks" section
3. Click the checkbox next to any task to mark it complete
4. Task status updates immediately
5. Job remains in progress until all tasks are done or you manually complete the job

Complete All Tasks Button

If you want to finish all remaining tasks at once:

1. Open the job detail modal
2. Scroll to the "Tasks" section
3. Click "Complete All Tasks" button
4. All incomplete tasks are marked done
5. Job is automatically completed

This is faster than checking off tasks individually when you're done with everything.

Job Reports

What's Included

Job reports capture:

• Work performed - Description and notes
• Time spent - Duration from start to completion
• Materials used - Items from your catalog
• Photos - Before/after images
• Technician - Who completed the work
• Completion date - When it was finished

Viewing Job Reports

After completing a job:

1. Open the job detail modal
2. Scroll to "Job Report" section
3. View all completion details
4. Download PDF if needed

Tips

• Always add photos - They're your proof of work and protect you from disputes
• Write clear notes - Future techs (or you) will thank you when returning to this property
• Complete jobs promptly - Don't leave jobs "in progress" overnight - complete them when done
• Use task completion for multi-visit jobs - Track progress without marking the entire job done

Questions

Q: What if I need to return for follow-up work? A: Complete the current job, then create a new job for the follow-up visit. This keeps each visit's records separate.

Q: Can I edit a completed job? A: No - once completed, jobs are locked to preserve the permanent record. If you made a mistake, create a new job with the correct information.

Q: Do customers see job reports? A: Only if you share them. Job reports are internal by default, but you can include them with invoices or send separately.

Q: What if I forgot to add photos before completing? A: You can't edit completed jobs, but you can add photos to the property's photo gallery and reference them in a follow-up job or invoice.

Q: What happens if I complete all tasks using the "Complete All Tasks" button? A: All incomplete tasks are marked as done, and the job is automatically completed with the current timestamp. This is the fastest way to close out a job when all work is finished.