Close a Job with the Complete Job wizard

Complete Job finishes the work and closes the request. It runs a three-step wizard that slides up from the bottom of the working screen, so you confirm the record before anything is written.

The button stays greyed out until the request has a location. If it won't light up, that's why.

Steps:

1. On the working screen, click Complete Job in the bottom bar.
2. Step 1 of 3 — Closing Notes. Add a closing note describing what you did. The composer is the same one you've been using, including the Everyone / Internal visibility chip, attachments, camera, and voice. Click Next →.
3. Step 2 of 3 — Confirm your time. Equips shows your actual check-in time and asks When did you start working? Take the recorded time (selected by default), or correct it with 15 minutes ago, 30 minutes ago, 1 hour ago, 2 hours ago, or Custom time. The end time is always Just now. Click Next →.
4. Step 3 of 3 — Job Completion Summary. Review the card: Service Status (Complete), Closing Notes (your note, or Not added), and Work Time (the total that will be logged).
5. Click Complete Job to finish. Use ← Previous to go back and fix something, or the ✕ in the top-right to cancel out without completing.

What happens when you complete a job

• The request's status moves to Closed, and the Open → In progress → Closed progress bar on the record fills to the end.
• Your check-in time is written to the request's Time Tracking tab.
• Your closing note is tagged Closing Notes on the Notes tab.
• You return to the Work screen with a 1 Completed chip in the top-right, and the request drops out of your Work List.

Write the closing note. Skipping it is allowed — the summary will just read Closing Notes: Not added — but this note is what the client sees as the record of what you did, and what the next technician reads if the problem comes back. Thirty seconds here saves a phone call later.

Step 2 exists because nobody checks in on time. If you were half an hour into the job before you remembered to hit Start Work, correct it here rather than logging time you didn't record. The numbers feed cycle-time reporting and, on billable work, invoicing.

"Please select a location before completing the job." This error means the request has no location — most often on a Quick start. Click the Location card at the top of the working screen, pick a location or scan its QR code, then try again.

Reopening a job you closed by mistake

1. Open the request from Service → Service Requests, or search for its SR number.
2. Set the status dropdown at the top left back to Open or In progress.

It reappears in your Work List immediately.

If the request should never have existed at all — a stray Quick start, for example — use Options → Deactivate instead of closing it, so it doesn't count as completed work.

To stop work that shouldn't proceed, as opposed to finishing work that's done, use the Cancel action on the request record. Canceled is its own status, separate from Closed.

Related articles:

• Work a job: notes, photos, parts, and status
• Pause a job: Check Out, Stop Prep, and "on hold"
• Create work from the field: Create work vs. Quick start
• Update status, close, or cancel a request
• Track costs and invoices