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.
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. Photos serve as documentation for quality assurance and callback disputes.
Submission
Once the closeout is reviewed and submitted, it is locked permanently. This ensures a reliable audit trail for every job.