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Finish a job

For engineers

  1. Tap Finish job.
  2. Check Before sign-off. Anything still missing is listed, like a required form or an after photo. When you see Everything needed is in., carry on.
  3. Answer Is the job complete?
    • Yes: the work is done.
    • No: further work is needed. Write What’s still needed?, for example “new heat exchanger, return visit”.
  4. Tap Continue to customer sign-off and hand the phone to the customer.
  5. After they sign, you’ll see Job submitted.
  • Yes: the office sees the job as Complete.
  • No: the office is told more work is needed and arranges it. You don’t need to phone them as well.
  • The job report is made straight away and, if you chose to, emailed to the customer.