Closing jobs on the phone app

In this article, you'll learn how to close out a job from the phone app once the work's finished. You can do it from the job itself or straight from your Schedule without opening the job.

Closing a job marks the work as finished. It also locks the job, so nobody changes it by accident afterwards.

Closing a job from the job page

To close a job from its page:

  1. Open the job you want to close.
  2. On the Details tab, tap the drop-down next to Status:.
  3. Tap Done.

That's it. There's no "are you sure?" step. The new status shows the moment you tap it and saves in the background.

Setting a job to Done from its Details tab
Setting a job to Done from its Details tab
Note: There's one status for finished work, and it's Done. There's no separate "pending approval" stage before it. If you've set up sub-statuses, they're listed under their parent status in the same drop-down.

Closing a job from the Schedule

You don't have to open a job to close it. In the Timeline view of your Schedule, every job card has a three-dots menu in its top-right corner.

To close a job from the Schedule:

  1. Open Schedule and make sure Timeline is selected at the top.
  2. Find the job and tap the three dots on its card.
  3. In the sheet that opens, tap Mark Done.
Marking a job Done from its Schedule card

The card changes to Done right away. The same sheet has Reschedule and Cancel job, plus Call, Message and Navigate to rows for the customer. Mark Done doesn't show if the job is already Done.

Note: If your company's schedule settings hide Done jobs, the card drops off the Timeline as soon as you mark it Done. The job isn't gone. You can still find it from the Jobs list or the customer's page. The Day view keeps Done jobs either way.

Who can close jobs

Closing and canceling jobs depend on your role:

  • On the job page, Done only appears in the status list if your role is allowed to close jobs. Canceled only appears if your role is allowed to cancel jobs.
  • From the Schedule sheet, if your role can't close or cancel jobs, the change won't go through. You'll see a Status change failed message instead.

If you need to close jobs and can't, ask the account owner to check your role's permissions.

When a customer has to pay first

Some customers have to pay before their jobs can be closed. You can see this on the customer's page under Billing terms, where Allow marking done before payment is switched off.

If that customer still owes money on the job:

  • On the job page, you'll get a Payment first message showing what's still due. Tap Record payment to take the payment now, or Not now to leave the job open.
  • From the Schedule sheet, you'll see a Status change failed message saying how much is still due. Open the job to take the payment, then mark it Done.
Tip: If you usually take payment when you finish the work, take it first, then set the job to Done. That way you won't get stopped halfway.

What happens to a Done job

Once a job is Done, it's locked. A bar across the top of the job says This job is done — change the status to reopen it before editing. Tags, notes, the schedule, the team and the other details can't be changed while it's in that state.

You can still take payments on a Done job, so a customer who pays later can be settled without reopening anything.

If you ask customers for reviews automatically, the review request goes out the first time a job moves to Done. Setting it to Done again later doesn't ask the customer twice.

To reopen a Done job:

  1. Open the job.
  2. Tap the drop-down next to Status: and pick another status.
  3. Make your changes, then set the status back to Done.
Note: Reopening a Done job is also controlled by role. If your role can't change Done jobs, you'll see a Status change failed message.

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