What a job needs before it can be completed

Set the rules (admins)#

1. In the web app, open Jobs under Settings in the sidebar, then the Completion tab.
2. Set the company defaults: Photos required (and Minimum photos), Notes required, Customer signature required, Time tracking required, and whether to Allow quick complete.
3. Optional: override them for a specific job type.
4. Save.

• If you never change these settings, one photo is required to complete a job.
• Job forms marked required must be submitted. Checklists are recommended and never block.
• Allow quick complete waives photos, notes, time and forms.

What technicians see#

1. On the job, the bottom bar says how many items are left, with a Review Items button.
2. Tapping Complete Job with something missing shows the first missing item, for example "Customer signature is required" or "0 of 2 attached" for photos.
3. When everything is done, the bar reads "Review and finish this visit." and Complete Job goes through.

What if this fails?

A technician says they took photos but still cannot complete.

Marked-up copies of a photo do not count toward the minimum. Take another original photo.

The rules are too strict for small jobs.

Turn on Allow quick complete, or override the rules for that job type on the Completion tab.

Related tasks

• Start and finish a job from your phoneTechnician mobile and offline
• Job statuses and what they meanJobs and scheduling