What good looks like
A completed job with status history, labor, material, notes, proof, customer acknowledgement, and no hidden closeout blocker.
Have these details ready
- The correct assigned job is synced to the device
- Customer, site, scope, and access notes have been reviewed
- Required parts, forms, and safety equipment are available
Run the workflow
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Review before travel
Check scope, contact, address, equipment, prior history, hazards, materials, and special instructions before leaving.
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Update travel and arrival
Use the supported status actions when departing and arriving so dispatch and the customer have accurate progress.
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Confirm scope on site
Verify the requested work and equipment with the customer. Record changed conditions before performing unapproved extra work.
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Record the work
Complete checklists and enter labor, materials, readings, findings, notes, photos, and installed equipment as work occurs.
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Review with the customer
Explain work performed, remaining recommendations, warranty or care instructions, and any follow-up. Capture required signature or acceptance.
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Run Guided Closeout
Resolve closeout requirements, enter completion notes, confirm materials and labor, then select Complete Job only when the record is accurate.
Check your work
Do not call the workflow complete until these statements are true.
- Status and time history reflect the visit
- Required proof and closeout items are complete
- The office can bill without calling the technician for basic facts
If something does not look right
The scope changed
Pause unapproved work and use the change-order approval workflow.
Closeout is blocked
Read the listed requirements, add the missing item or document a supported exception, then rerun closeout.