Sending a completion report

When a job is done, your client wants to know what happened: what was asked, what you did, when, who did it, and the photos to prove it. Sammy writes that report from the job's own record, you add the photos and check it over, and it goes to the client from the Message Centre as a PDF.

Start the report#

1. Open the job and tap Flex Docs in the switch at the bottom (Manage | Work Plan | Flex Docs | Job Card).
2. Tap New document if the job already has documents, then pick Completion report.
3. Sammy fills the chat with what to write. Read it, change it if you like, and press send.

Sammy drafts the report from the job: the scope you logged it with (or the quote it was won on), the terms you had signed, every crew update you approved (who, when, what they did and the hours) and, on a do-and-charge job, the work-done sheets. It never puts a price in the report unless you ask for one, and never your costs.

Under each item of work Sammy leaves an empty row of photo slots. He doesn't pick the pictures. His reply tells you to.

Check it and add the photos#

1. Read the draft. It arrives as suggestions, so press Accept all when you're happy, or accept and reject line by line.
2. Tap Pick an image in each slot. The picker starts with the job's own photos, including what your crew sent from the job card, then your project and recent photos. You can also drop a photo straight onto a slot.
3. Add a caption under a picture if it needs one. Clear a slot with the × on it.

Anything in square brackets, like [Site address], is something Sammy didn't have. Type it in or ask him to change it.

Send it#

1. Tap Send in the document's toolbar, next to Download.
2. Sammy makes the PDF and opens a new message to the job's client with it attached, a subject like "Completion report for JN-0052 at 12 Phone St", and a short note you can change.
3. Check who it's going to and press Send.

The message lands in the client's conversation in the Message Centre, with the PDF, so you can find it again later. The report itself stays on the job and you can keep editing it. If you change it afterwards, tap Send again to send the new copy.

If Sammy says the report is too big to email, take out some photos or use smaller ones. An email carries about 14 MB.

Good to know#

• Not on a quote. The Completion report starter only shows on a job, because it's written from the job's record.
• Nothing on the job card. The report is for the client. Your crew's job card is unchanged.
• A fixed-price job works the same way. The report draws on the quote the job was won on and your approved crew updates; there are no work-done sheets to mention.
• Unaccepted suggestions don't print. If Sammy has changes waiting, Send tells you how many and lets you accept them first, the same as Download.