Completing Jobs
Completing jobs is an essential step to ensure that tasks are accurately marked as finished and ready for follow-up actions, such as billing or reporting. This process involves updating the job status to reflect its completion, providing a clear record of progress for both the team and the customer.
Prerequisites: Authorised Users
Instructions
- After a job has been created, it can be assigned to a Service Agreement. From the Job page, click the Appointments tab.
- Click on the blue Status button to open the dropdown menu.
- Click Complete Appointment. The appointment will now show completed.
