Finish a jobUpdated
Writing it up, and the one question worth answering before you drive off.
Written 30 September 2026 · updated 8 October 2026
What is said in this recording
Completing a job stops the clock, tells the office it is done, and lets the invoice be raised. There are a couple of questions at the end that are worth thirty seconds of your time.
Step by step
- 1
Tap Complete Job.
- 2
Write up what you did.
This is what the office reads and what the customer may be told. Enough that somebody who was not there understands it.
- 3
Answer when this work will be due again, if it will be.
Twelve months for an annual service, six for a filter. You are standing there and you know; nobody in the office ever will.
- 4
Or choose an exact date.
For anything that falls due on a day rather than after a stretch of time — a certificate that expires, a revisit the customer has already asked for. Tap Choose a date and pick it, however far ahead.
- 5
Add anything to the job record.
A photo of how you left it, or a note for the office. Offered every time and never required — plenty of jobs need none.
- 6
Tap Complete job.
Worth knowing
The office is told, now
Setting off, arriving, pausing, picking it back up and finishing all appear in the office’s notifications as they happen, so nobody has to ring and ask where you are. Finishing also emails whoever is on that alert, because that is the one with the invoice attached to it. Until 8 October only “parts needed” was sent — everything else was written to the activity log, which nobody watches.
Why you are asked about the next one on site
The last moment on site is the only time it is free to ask. Answer it and the customer comes back round on the Revenue Radar when it is due, which is work the business would otherwise never have chased.
A date and an interval are the same thing underneath
Whichever you pick, the customer appears on the call list when it is due, and nothing is booked. Choosing a date simply means you are telling it the day instead of it working one out.
Nothing is booked into the diary
This is a call list, not a booking. Recurring work — an annual service somebody has signed up to — is a different setting the office puts on the job, and that one does book itself.