Closing a job means the work is done. Closing triggers the invoice draft, stops the time clock, and locks the job from accidental edits.
From the field (most common)
- Tech opens the job on the mobile app.
- Taps Mark done.
- Walks the close checklist:
- Before & after photos — required if your account has the rule on.
- Signature — collected on-glass.
- Payment — optional in the field; can be sent as a link instead.
- Notes — what was found, what was done.
- Hits Close.
The job flips to Completed and the invoice draft is created.
From the office
If a tech forgot to close from the field:
- Open the job.
- Click Mark done.
- Skip checklist items if they don't apply (you'll be asked to confirm).
- Save.
Closing many jobs at once
End of day, multiple techs forgot? Go to Jobs, filter to In progress, multi-select, Bulk actions → Mark done. The checklist is skipped — used judiciously, this is fine; abused, you'll lose photos and signatures.
Making the checklist required
Under Settings → Jobs, you can require photos, signature, and notes before a job can close. See Making before-and-after photos required.
Warning
A required-photo rule applies retroactively. Switching it on will block close on in-progress jobs that don't have photos yet.
What closing does
| Effect | Detail |
|---|---|
| Stops the time clock | Final segment recorded. |
| Drafts the invoice | Built from line items + labor. |
| Locks the job | Further edits require admin override. |
| Updates equipment service history | Applied if a unit was attached. |
| Triggers automations | Anything that fires on job.closed — review and overdue reminders, marketing follow-ups, etc. |