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Daily DispatchCompleting Jobs from Dispatch

Completing Jobs from Dispatch

Marking a job complete from the dispatch board is more involved than other status changes because it’s the moment when everything wraps up — timers stop, checklists are verified, and review requests get queued. This page walks through exactly what happens.

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Starting the Completion Flow

You can mark a job complete two ways:

  • Drag the job card into the Completed lane (desktop).
  • Tap the Complete button in the job details sheet (mobile and desktop).

Either way, the completion flow takes you through up to three modal steps before the job is actually marked done.

Step 1: Active Timer Check

If anyone has the job timer running on the current device, you’ll see an Active timer prompt:

  • Finalize timer — stops the timer and records the elapsed hours against the job. The hours can later be used for time-and-materials invoicing or labor cost analysis.
  • Skip — closes the timer without saving the hours. Use this if the timer was running by accident.

If no timer is active, this step is skipped automatically.

Step 2: Incomplete Checklist Check

If the job has a checklist with required items still unchecked, the flow pauses and asks what you want to do:

  • Open checklist — opens the checklist screen so you (or a crew member) can finish the items first.
  • Complete anyway — proceeds to mark the job done even though some required items are unchecked. Use this for exceptions like items that didn’t apply to this visit.

Jobs without a checklist, or with all required items already checked, skip this step.

Step 3: Confirmation Summary

The final modal summarizes what’s about to happen:

  • The job status will change to Completed.
  • Any open timer will be finalized (if you chose to finalize in Step 1).
  • A review request will be scheduled to send the customer a few days later (if you have review requests enabled).

Click Complete Job to finish.

What Happens After Completion

Once the job is marked complete:

  1. The card moves to the Completed lane and turns gray.
  2. The job status in the database changes to Completed.
  3. Any active timer for this device is finalized and the hours are stored.
  4. A review request job is queued to send the customer a Google review link a few days later (only if you’ve enabled automatic review requests in Settings → Review Requests).
  5. The day’s summary counters at the top of each lane update to reflect the change.

Important: Completed Is a Final State

Once a job lands in the Completed lane, you cannot drag it back to another lane from the dispatch board. The dispatch board treats Completed (and Cancelled) as terminal — they’re the end of the day for that job.

If you accidentally completed the wrong job and need to reopen it:

  1. Open the job detail page (click the job name on the card before completing, or go to Jobs → [job name]).
  2. Change the status field directly to Scheduled or In Progress there.

This safety guard exists because completing a job triggers downstream actions (the review request) that shouldn’t be reversed lightly.

Common Issues

The review request never went out. Check that:

  • Settings → Review Requests has automatic review requests enabled.
  • A Google Review URL is configured in the same settings page.
  • The customer has an email address on their profile (the review request goes by email; SMS review requests need the SMS add-on).
  • The customer hasn’t unsubscribed from review requests.

The timer hours don’t match what we actually worked. The timer captures the time between Start Timer being tapped and Finalize timer during completion. If a crew started a timer for a previous job and never stopped it, those minutes will carry over. Use Skip in Step 1 to discard a misleading timer, and create the time-and-materials entry manually instead.

The Complete button is grayed out. You don’t have permission to update this job. Either the job isn’t assigned to you or your crew, or you’re a team member trying to complete an owner-assigned job. Ask the owner to assign you or update it themselves.

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