Skip to main content

Close the job

The final step is closing the job off so your planner and reports stay accurate.

  1. Set the status to Job Finished once the customer has collected the vehicle and everything is signed off.
  2. Add the Invoiced tag to the job. Creating an invoice doesn't add this tag for you.
  3. Check the Jobs Not Invoiced report regularly. Any finished job without the Invoiced tag shows up here, so you can catch work that hasn't been billed. Report types.

Tags

tip

Make the Jobs Not Invoiced report part of your end-of-day or end-of-week routine. It's the quickest way to make sure nothing slips through.