How to mark a job done on site in JobSheet

Steps

1. On your phone, open JobSheet from your home screen or browser.
2. Go to Job Sheets or Schedule and open today’s visit.
3. Set status to in progress when you start if it is still open.
4. Add any notes or photos while you are on site.
5. Set status to done when the work is finished.
6. Save. The office sees the update immediately when you have signal.

Why it matters

Invoices from quotes require the linked job sheet to be done. Reports count open vs completed job sheets from these statuses.

Tips

• Installed PWA: use the refresh control in the top bar if data looks stale.
• No offline mode today: you need connectivity to save changes.

Related guides

• Create an invoice after a job is done
• Install JobSheet on your phone