Watch: submitting the completion report
Swipe the screen to move between steps.
Open the report
After Mark work complete, open the job and select Submit completion report. In the app, the report is saved on the phone as you type.
What to fill in
- Work description (required): what you did. Select Dictate description to speak it.
- Materials used: one per line. Select Dictate materials to speak the list.
- Photos in the app: your before photos come from the diagnosis, and you must add at least one after photo, up to 8.
- Photos on the web: add up to 6 Before and 6 After photos.
The client's signature
The signature is optional. In the app, select Capture client signature, hand the phone to the client, and they select Save signature. Select Retake signature to do it again.
On the web, the client signs in the On-site signature box. Select Clear to start again.
Submit and what happens next
The job moves to Completion under review. The office reads the report, may rewrite it with AI, and sends it to the client, who signs the job off or asks for more work.
- Check the description, materials and photos.
- Select Submit report.
You are not notified when the client signs off or asks for more work. If more work is needed, the office contacts you.
Tips
- Take the after photos from the same angle as the before photos.
- Capture the signature before you leave; the client still signs off in their own portal later.
Frequently asked questions
- Why can't I submit the report in the app?
- The app needs at least one after photo, and the Work description cannot be empty.
- Does the client see my report straight away?
- No. The office reviews it first and then sends it to the client.
- Is the client's signature required?
- No. It is optional; the client also signs the job off in their own portal.
Still stuck?
Our team can look at your request or account with you.