Close out a job

Log your readings, photos and parts, then get the customer's sign-off. Work through the steps in order; the job stays your home base if you step out.

This walkthrough covers the browser field pages, including the installed web app. The screenshots show the browser interface. For the separate native app's navigation, see Use the native tech app.

Once you've tapped Start work, tap Capture work (readings, photos, parts) on the job page. That opens the guided chain — Diagnose, then Build, then Wrap — that gets you from "I'm looking at the problem" to "the customer's signing off." Work through it in order; the job page stays your home base if you need to step out and come back.

Diagnose

The Diagnose screen is a segmented Readings / Photos / Parts view over the job.

• Readings — log meter and gauge readings against the equipment (tap + Log a reading, pick the type, enter the value). Readings outside a normal range are flagged so you notice at a glance, and a trend view shows how this unit's readings have moved across past visits.
• Photos — the same before/after capture as the job page's Job Photos card — see Photos and field forms.
• Parts — a running total of what's on the job so far, plus the add/ remove picker into the price book. When your company has no active price book items, the screen says No active pricebook items yet. Add a part or labor line with a description, quantity and price. Fill Type (Part or Labor), Description, Quantity, and Unit price ($), then tap Add to job. That line is only on this job. It does not create a price book item. The same form is on the job page.

If Thermal's seen a pattern in this unit's service history, a suggested fix card surfaces it here — confidence-graded (most likely / likely / possible) and always reasoned from past calls, never a guess dressed up as certainty. Use it or dismiss it; either way it's your call.

Tap Next: Build when you're ready to move on.

Build

Build the fix: suggested parts and labor (matched to the suggested fix, when there is one) sit at the top so you're not hunting the pricebook for the obvious call. The picker shows van-stock and branch-warehouse on-hand for each line; a part at zero offers Request instead of a dead end — that opens the same Needs parts sheet as the job page. Tap Use van stock if you're pulling from your own truck instead of ordering — it opens the van checkout flow with this job already selected as what to charge it to. In the native technician app, you can add a part faster by scanning its barcode instead of searching the picker — see Add a part by scanning its barcode.

Wrap

Wrap drafts a plain-language summary of what was done — parts replaced, labor performed — built straight from the line items on the job, not generated from nothing. Read it over and edit it if it needs a correction; this is what the customer sees.

If you've got another job today, Wrap also shows what's next on your route, with a one-tap link to navigate there.

Tap Review & complete to head back to the job page — Wrap doesn't close the job itself; that happens on the job page next.

Finishing on the job page

Back on the job page:

1. Have the customer sign on the screen, type their name in Signer name, and tap Save signature. The name is required — a blank one is refused with Enter the signer's name. After it saves, the page reads Signed by that name. You can't tap Complete job without the signature unless the company turned sign-off off, or the job is internal fleet work. (The office can close a job with paperwork still outstanding; you cannot.)
2. Tap Complete job. Required checklist items, inspection items, and a JHA stop-work also block this tap until they're cleared — the page names what's missing.
3. A deposit can be taken earlier, while you are on the way or on site. After Complete job, if a balance is still due, Collect Payment collects what is left — see Collect payment in the field.

The In Progress → Complete → Invoice stepper on the job page shows where the job stands in that sequence at a glance.