Closing a job from the mobile app runs through a checklist: photos, signature, payment recording. When all required steps are done, the job flips to Completed.
The close flow
From the job page, tap Close job. The checklist appears:
Generate the invoice
Pulls in the job's line items, taxes, and totals. Review and adjust if needed.
Send (optional)
You can also send later from the office. The invoice email goes to the customer.
Record payment
If the customer is paying now, record it here. Methods: cash, check, or card-on-site (manual recording).
Split payment (optional)
If the customer is paying part now (deposit) and the rest later, split the amount between methods.
Signature
Customer signs on glass to acknowledge work completion.
Record final notes
What was found, what was done, anything for the next tech to know.
Done
Job flips to Completed; the invoice is created/sent (depending on your config); time clock stops.
What's required vs optional
| Step | Default | Notes |
|---|---|---|
| Photos | Optional | Required if the owner enabled the "before/after photos required" rule. |
| Signature | Optional | Required if enabled in account settings. |
| Payment | Optional | You can close the job without payment and chase it later via the invoice link. |
| Invoice creation | Always happens (draft minimum) | Sending is optional. |
Jobs with a payment plan
If the job came from an estimate with a payment schedule, the invoice step looks different: instead of one Generate invoice button, the job shows a Payment plan card with every milestone and its status.
- Tap Invoice on a pending milestone, pick the payment terms, and the draft is created — then send it or collect payment on the spot, same flow as any invoice.
- Tap Collect on an invoiced milestone to take payment; View on a paid one shows the receipt.
- The deposit is usually already there — it generates automatically when the customer approves.
- When the last milestone is paid, the job closes itself.
Techs can also add a payment schedule when building an estimate in the field — the Add payment schedule section sits right below the line items.
Recording cash, check, or card
The "Card" option here means you recorded that the customer paid by card on-site — for example, with their own merchant card on a paper receipt. It does NOT charge their card through Stripe. There's no on-device card reader integration today.
For online card collection, send the invoice link instead — the customer pays through the Stripe-hosted checkout page on their own phone.
What "Done" triggers
| Action | Effect |
|---|---|
| Job status | Flips to Completed. |
| Time clock | Stops; the on-site segment is logged. |
| Invoice | Created (draft or sent depending on your settings). |
| Activity timeline | Records all the close actions. |
| Before / After photos | Attached and visible to the office. |
What if there's a problem
| Issue | What to do |
|---|---|
| Forgot a photo and the rule requires it | The checklist won't let you finish until you add the missing photo. Capture and continue. |
| Customer left before signing | Record a note explaining. An admin in the office can override the signature requirement. |
| Customer disputed the total | Leave the invoice in Draft and don't send. Office handles the dispute next morning. |