Closing Out a Job
The technician closeout process including invoicing and photo uploads.
When a technician finishes on site, they complete a closeout from their mobile view. The closeout captures the visit outcome, invoice details, notes, and required photos. For the full path from In route through Submit Closeout with screenshots, see Managing a Job to Completion.
Closeout Outcomes
The technician selects one of five outcomes: Repair Completed (requires creating an invoice), Parts Ordered (technician needs to return), Customer Declined (customer chose not to proceed), Unable to Repair (equipment cannot be fixed), or Callback (this is a return visit for a previous job, which triggers callback classification).
Invoice and Payment
For "Repair Completed" outcomes, the technician enters labor cost, parts cost, tax percentage, and any discount. An invoice is generated and the technician collects payment on site via QR code, email/SMS payment link, or records a cash/check payment.
Photos
Technicians upload photos categorized as before, after, parts, or other. From the library you can select multiple pictures at once for each category (or take them one at a time with the camera). Photos stay on the job after closeout — shop owners and dispatchers open the job and use the Photos tab. Technicians can review the same gallery on the job after they submit.
Submission
Once the closeout is reviewed and submitted, it is locked permanently. This ensures a reliable audit trail for every job.