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 typically start the job:

1. Open the job from your assigned jobs list
2. Click "Start Job" when you arrive on site
3. The job status changes to "In Progress"
4. Start time is recorded

While Working

During the job, you can:

• Add photos of work in progress
• Add notes about discoveries or changes
• Update the scope if needed
• Log materials used

Completing a Job

Step-by-Step

1. Open the job you want to complete
2. Click "Complete Job" or "Mark Complete"
3. Create a job report:
   • Add completion notes (what was done)
   • Upload photos of finished work
   • Note any issues or follow-up needed
4. Review the details
5. Confirm completion

Required Information

To complete a job, you typically need:

• Completion notes: Description of work performed
• Photos: At least one photo of completed work (recommended)

What Happens on Completion

When you complete a job:

1. Status changes to "Completed"
2. Completion timestamp is recorded
3. Job report is saved to the record
4. Work history entry is created for the property
5. Ticket status may update if all jobs are done
6. Invoice can be created from the completed work

Job Reports

What's in a Job Report?

A job report documents:

• What was done: Work performed description
• When completed: Date and time
• Who did it: Assignee information
• Photos: Visual documentation
• Customer signature: (if applicable)
• Follow-up needs: Any additional work required

Adding Photos to Job Reports

1. Click "Add Photos" in the report
2. Take or upload photos:
   • Before photos (if not already added)
   • Work in progress
   • After/completed photos
3. Add captions to explain each photo
4. Photos are permanently attached to the record

Why Photos Matter

• Proof of completion: Shows work was done properly
• Customer reference: Customers can review what was done
• Warranty protection: Documents condition at completion
• Property history: Future reference for this location

After Completion

Creating an Invoice

After completing a job:

1. Click "Create Invoice" from the job or report
2. Invoice pre-populates with job details:
   • Customer information
   • Property address
   • Services performed
   • Line items from job
3. Review and adjust as needed
4. Send to customer

Handling Follow-Up Work

If additional work is needed:

1. Note it in the job report
2. Create a new ticket for the follow-up
3. Or add another job to the existing ticket
4. Communicate with customer about next steps

Tips

• Take photos throughout the job, not just at the end
• Write detailed completion notes - future you will thank you
• Complete jobs the same day the work is done
• Don't wait to complete jobs - stale entries lose accuracy
• Use photos to document any issues discovered

Common Questions

Q: Can I edit a completed job? A: Yes, you can add notes and photos after completion. Core details may have restrictions.

Q: What if I forgot to start the job before completing? A: You can still complete it. The start time won't be recorded, but completion works normally.

Q: Can I uncomplete a job? A: Yes, admins can reopen completed jobs if additional work is needed.

Q: Is customer signature required? A: Signature collection is optional. It's available for companies that require it.

Q: How do I complete multiple jobs at once? A: Jobs are completed individually to ensure proper documentation for each.

Related Articles

• Job Reports
• Creating an Invoice
• Property Work History