Completing a job and customer sign-off
Close a job from one screen — check the work, add notes, and have the customer sign that it's done, at the house or from a link.
When the work is done, Complete Job opens one screen that shows what was done and gets the customer’s signature that the job is finished. It works the same on the job page and from My day on your phone.
Who can do what. Anyone who can edit a job can complete it and get the customer's signature — a Field tech on their own jobs included. Completing a job without a signature the company requires is for owners and admins, with a reason. Turning the requirements on or off is for owners and admins.
What you see
Tap Complete Job (the job’s next action once it’s in progress) or Complete on a stop in My day. The screen fills your phone and shows:
- Work summary — the job’s description and line items with their quantities. Lines added by an approved change order are marked Change order. There are no prices: the customer is confirming the work, not a bill.
- Checklist — each item done or not, with required items marked Required. Tick items on the job page.
- Before and after photos — the photos filed under those two categories on the job.
- Completion notes — what was done, or anything the office should know. They’re saved with the job.
- Customer sign-off — see below.
Tap Complete Job at the bottom to close the job. What happens next is the same as always: if you use them, the invoice draft is waiting, and the review request goes out the next day.
Getting the customer’s signature
In Customer sign-off:
- Customer signs here — hand your phone to the customer. They read their Work sign-off, tick that they’re satisfied, type or draw their signature and confirm. No code is needed. When they’ve signed, your phone tells them it worked and where their copy is going (“A copy is going to ja****@example.com”), or to ask you for a copy when it can’t be emailed. Tap Done to take it back.
- Send for signature — the customer gets a secure link by email, or by text, to review the completed work and sign or decline. They confirm with a one-time code sent to them. The link lasts 24 hours. You’re only offered the ways this customer can receive: email if they take email notifications, a text if they’ve agreed to texts. A text sent outside 8am–9pm on the customer’s clock waits until morning.
What the customer sees
Everything the customer sees is called their Work sign-off: the page, the emails, the PDF. The emails lead with the service address (“Your work sign-off for 12 Oak St…”) and greet them by first name.
The customer’s copy confirms the work, not the bill. It shows the job’s description, the service address and the titles of any approved change orders. It never shows prices, quantities or line items, your completion notes, the checklist or photo file names.
Before signing, the customer ticks “I confirm the work at {their address} was completed to my satisfaction.” They can’t sign without it, and the signed PDF, titled Work sign-off, records it.
If something’s wrong, they tap Something isn’t right? and tell you what, in their own words. They can’t send it blank.
If the work sign-off changes while they have it open — the office edits the job’s description, say — pressing Sign shows them the new version with “This summary changed since you opened it. Review it and press Sign again.” The code they already entered still works; they just tick the box again and sign.
Tick Complete the job when the customer signs when you send the link if you won’t be there when they sign: the job completes itself the moment they do. The screen then says so, and Don’t complete it turns it off again.
Once signed, the screen shows who signed and when, and View signed copy. If the customer says something isn’t right, their note is shown on the screen. Fix it, then send a new link.
Their signed copy
- By email. Signed from a link, the copy goes to the address the link went to (or to the customer’s email on file, if you only texted it). Signed on your phone, it goes to the customer’s email on file — the screen tells you which address before they sign (“They get a signed copy by email at …”). It’s sent even if the customer turned off notification emails, because it’s their record. It isn’t sent to an address that has bounced or marked your emails as spam, and it isn’t sent if your company has no email address in Company settings; the screen then says nothing about a copy, and the customer can ask you for one any time.
- On the job. A PDF named like Work sign-off JOB-1042 v1 2026-10-07 is added to the job’s Attachments — the version goes up if the job is reopened and signed again. A job that already has 25 attachments keeps the copy with the signature instead; View signed copy still opens it.
If a completed, signed job is reopened, the old signature no longer covers it: completing it again needs a new one.
Getting a signature after the job is completed
Completed a job without the signature — the customer wasn’t home, say? Open the job and tap Get customer sign-off (under the completion notes). The same screen opens with just the sign-off: Customer signs here or Send for signature. Nothing else changes on the job. If it was completed without sign-off, that reason stays on the job next to the signature, so the record shows both.
Requiring a sign-off before a job can be completed
In System settings, Completing jobs has two switches, both off to start with:
- Require customer sign-off to complete — a job can’t be completed until the customer has signed.
- Require checklist items to complete — a job can’t be completed until every item marked required on its checklist is ticked.
With either on, the completion screen lists what’s still missing, and Complete Job won’t close the job until it’s done — tap it and the screen points you at what’s left.
Completing without the signature
Sometimes the customer just isn’t there. An owner or admin sees Complete without sign-off (or Complete anyway when only checklist items are open). Write why — “Customer away; approved by phone”, say — and complete. The reason is recorded on the job with your name and shows in its history. Field techs and office staff don’t get this option; send the customer the link instead, with Complete the job when the customer signs ticked.