Finishing a job tells the office the work is done, so they can invoice it.
When the job needs the customer’s signature, they sign on your phone, and the office gets the signed record, with a PDF of it, straight away.
TapClick More, then My Jobs, and tapclick the job.TapClick My Jobs in the menu, and tapclick the job.
Good to know: Admins and owners: open the job from Jobs and tapclick its big button, Mark as finished. The same window opens.
At the bottom of the job card, tapclick the green button: Finish the job, or Finish and get it signed when the customer has to sign.On the right of the job card, under Photos and notes, tapclick the green button: Finish the job, or Finish and get it signed when the customer has to sign.
Good to know: If a form has to be filled in first, the window says which one. Fill it in from Forms to fill in on the job card.
Type the customer’s name under Their name, and what they do there if you like.
Good to know: If the job does not ask for a signature, tick The customer is here and will sign too first.
Hand them your phone, and they sign in the box with their finger. Signed crooked? Tap Clear, and they sign again.They sign in the box with the mouse, or a finger on a touch screen. Signed crooked? Click Clear, and they sign again.
TapClick Sign and finish. The job is finished, and the office has the customer’s signature on file.
