How to stop techs from closing jobs

In this article, you'll learn how to keep your techs from marking jobs Done. That's useful when you want someone in the office to look a job over first, the items, the photos, the payment, before it's closed for good.

Who can close a job comes down to one switch on their role, called Close Jobs ("Can move jobs to the Done status"). It's on for the built-in Tech and Subcontractor roles out of the box, so techs can close jobs until you turn it off.

Note: Roles are set up on the web CRM from a desktop. The phone app has no Roles & permissions page, and the web page at phone width only tells you to use a desktop.

To open Roles & permissions:

  1. At the bottom of the menu, click the Settings gear.
  2. Under Users & roles, click Roles & permissions.
The Roles & Permissions page, with Admin, Tech and Subcontractor listed
The Roles & Permissions page, with Admin, Tech and Subcontractor listed
Note: You need the User Settings permission to open this page, and Account Settings to see the gear at all. Admins always have both.

Turn off Close Jobs for a role

  1. Click the role you want to change, like Tech. A panel slides in titled "Edit permissions for role tech".
  2. Type close in the Search box to jump straight to the switch, or scroll down to Close Jobs.
  3. Click the switch so it turns grey.
  4. Click Save. You'll see "Permissions saved" at the top of the page.
Turning off Close Jobs on the Tech role

This applies to everyone on that role. Admin can't be opened or changed, because admins can always do everything.

Tip: If you only want some techs locked out, click Add New Role, type a name like "Junior tech" in Role Name, and click Save. A new role starts with every switch off, so open it and turn on what they need. Then move those people onto it: open Team in the menu, click the person, pick the new role under Roles and permissions, and click Save.
Creating a custom role

What your techs see after that

  • On the phone app: Done is no longer in the job's status list. They can still pick any other status, like In progress.
  • On the web job page: Done is gone from the status dropdown the same way.
  • From the calendar: the job popover on the desktop still lists Done, and the job sheet on a phone still offers Mark Done. If someone on that role picks it, the CRM refuses with "Status change failed" and the job goes back to its old status.

When the work's finished, someone whose role still has Close Jobs, usually you or the office, moves the job to Done.

Two related switches

You'll find these on the same panel, and they're worth setting at the same time.

  • Modify Done Jobs ("Can make changes to done jobs (status: Done)"). Without it, a person can't change anything on a job once it's Done. It's off for Tech by default, so a closed job stays the way the office left it.
  • Cancel Jobs ("Can cancel jobs"). Without it, Canceled leaves the status list on the app and the web job page, and the calendar refuses it the same way. It's on for Tech by default, so turn it off too if canceling should also go through the office.

Subcontractors aren't covered by this

Warning: There's a built-in Subcontractor role on this page, and you can open it and change its switches. But subcontractors don't sign into the CRM. They work from the crew portal, and the crew portal doesn't read Roles & permissions. A subcontractor can still mark their own assigned jobs Done from there, whatever the Subcontractor role says. These switches only stop team members who sign into the CRM itself.

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