WorkJobs
Completion Popup
How to complete or miss a job directly from the completion popup, including charging, payment, tips, and calculated date updates.
The completion popup is where you close out the visit itself. It lets you mark the job as complete or missed, record what was charged, capture payment if payment happened at the same time, and preview the date changes before saving.
Status Area
- Complete or Missed: These are the two real outcomes the popup records. Until you choose one, the save button stays disabled.
- Status Date: This defaults to today when you choose the status, but you can change it if the visit happened on another day.
- Why it matters: The status date becomes the ledger entry date and the anchor for the schedule update that follows.
Price Area
- Balance: Shows the current financial position before you apply today's outcome.
- Price: Shows the normal current job price as a reference point.
- Actual Duration: This appears for hourly-per-person jobs. If the real visit length was different, change the hours and minutes here so the charge can follow the actual time worked.
- Charged: For completed jobs, Work Planner starts with the calculated job total. If you type over it, the popup treats your amount as a manual charge instead.
- Paid: Turn on Paid when money was taken at the same time. Work Planner fills the paid amount from the charge and current balance, then you can adjust it if needed.
- Tip: Use this when the customer paid an additional tip alongside the normal payment.
Payment Area
- Payment Method: Choose how the money was paid if payment happened there and then.
- Payment Reference: Useful for bank-transfer references, card references, or any identifier you want accounts staff to find later.
Calculated Dates
- Last Done: Updates when the job is completed.
- Due and Next Due: The popup shows the date result of your chosen status date before you save it.
- One-off jobs: These do not keep cycling forward in the same way as repeating jobs.
What Save Does
- Charge entry: Completing the job creates a charge ledger entry for the charged amount. Missing the job creates a missed charge entry with a zero amount.
- Payment entry: If you recorded payment and the paid amount is above zero, Work Planner also creates a payment ledger entry.
- Job history: The job itself is updated with the new completion state and date changes, so the detail view and accounts area reflect the visit immediately.
Related articles
- Job Detail View: Useful when you want to review the job before or after completing it.
- Scheduling a Job: Helps when you are checking how completion will affect the next due date.
- Advanced Pricing and Opening Balance: Useful when the charge being created depends on more advanced pricing rules.
- Print, Email, and SMS Actions: Useful when completion is followed by customer communication or paperwork.