WorkPlanner
Job Completion Popup
How to complete or mark a planner job as missed, and what each field in the completion popup changes.
The job completion popup is where planner work stops being planned and starts becoming recorded activity. It controls the completion status, date outcome, money collected, and payment details for the selected job.
Status Area
- Complete / None / Missed: Choose whether the visit happened, was missed, or should stay unset for now. The popup will not submit until a real status is chosen.
- Status Date: This is the date Work Planner records against the result. It matters because completion dates feed Last Done, future schedule calculations, and completion history.
Price Area
- Balance: Shows the current running balance so you can see whether the customer already owes money or has credit before you enter anything else.
- Price: Shows the job total already stored on the job.
- Actual Duration: Appears for hourly work. Use it when the real time spent was different from the planned duration and you want records or charging to reflect that.
- Charged: This is the amount you are actually charging for this completion. Leave it as expected if the visit was charged as normal, or change it if you discounted, increased, or reduced the charge.
- Paid: Turn this on when money was taken as part of the visit.
- Paid amount: Enter what was actually collected now. It can be different from Charged if the customer only part-paid.
- Tip: Use this for gratuity taken with the visit so tip income stays separate in accounts and on Dashboard tip reporting.
Payment Area
- Payment Method: Choose how the money was taken. This affects how the completion feeds into later accounts and reporting screens.
- Payment Reference: Use this for card references, bank references, or any short note that helps you trace the payment later.
Calculated Dates
Once a real status is chosen, the popup shows a preview of the dates Work Planner is about to use, including Last Done, Due, and Next Due. This is the part to check carefully on recurring jobs, because it shows how today’s result will affect the next scheduled visit.
Related articles
- Completion Popup: Covers the same completion flow from the Jobs area.
- Planner Screen: Useful if you want to see where the completion action starts from in Planner.
- Scheduling a Job: Important when you need to understand why future dates change after completion.
- Taking a Payment: A good next step when payment handling needs more detail than the completion popup.