Close out every job and get paid for it.

See finished visits in one list. Review field reports, follow up on anything missed, and send the invoice.

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Review Work

Reports to review6

Couldn't complete2

Done, not billed4

Ready to close3

Item	Why it's here
Service · Lindqvist	Report submitted · 8 photos	Review
Install · Castro	Done, not billed · $12,568.00	Bill now
Inspection · Okafor	Couldn't complete · Access issue	Reschedule

Job closeoutSample data

Review field reports

Check the photos and notes from each visit. Send a report back for changes, or create a follow-up quote.

Field app · reportSample data

Visits a tech couldn't finish show up with the reason, so they get rescheduled.

Field app · can't completeSample data

Finished work that hasn't been invoiced shows up here. Send the invoice from the same list.

Payment schedule · Ruiz residence

Contract $40,171.00

Milestone	Trigger	Amount	Status
Deposit · 30%	Project start	$12,051.30	Paid
Progress · 60%	Install complete	$24,102.60	Ready to send
Final · 10%	Utility approval	$4,017.10	Waiting

Install finished Sep 30 · invoice readySend INV-1042

Payment scheduleSample data

Projects with nothing left to do are ready to close. Simple service jobs close automatically.

Ready to close outSample data

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