How job reports and completion reports work

Modified on Wed, 17 Jun at 8:25 AM

INTENDED SEARCHES: job report, completion report, completed job report, field report


A job report or completion report records what happened on a job after the work is performed.


Use this to review completed services, field notes, photos, issues, materials, and completion details when those options are available.


Information you may see:

- Job name or job number.

- Customer.

- Service address.

- Completed services.

- Completion status.

- Employee or team.

- Notes.

- Photos or files.

- Materials or equipment used, if tracked.

- Customer signature or confirmation, if enabled.


Basic process:

1. Open the completed job.

2. Review the job report or completion section.

3. Confirm the service performed.

4. Review notes, images, and field details.

5. Confirm whether the job is ready for billing or follow-up.


Before saving or relying on this record, check:

- Correct customer.

- Correct service address.

- Correct services completed.

- Photos or notes attached if needed.

- Billing readiness.


Why this matters:

Completion reports help office staff verify work before invoicing, customer follow-up, payroll review, or quality control.


Support note:

If the customer cannot find the option, cannot save the record, sees different fields, or receives an error, they should contact support with the record name, page they were on, what they clicked, and a screenshot if possible.

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