Watch: reviewing a completion report
Swipe the screen to move between steps.
When it arrives
The technician's report moves the ticket to Completion under review, and Super Admins and Operations Managers are notified. Open the ticket on the web and select the Completion tab.
A notice says: The client can't see this report yet. Review it, adjust the wording if needed, then approve it to send it for sign-off.
Edit the report
- Correct the Work description and Materials used (one material per line).
- To rewrite both, pick English, Arabic, Urdu or Bengali next to Rewrite into and select Rewrite with AI. Read the result.
- Select Save changes. The technician's version is kept under Original technician report.
Approve and send
Select Approve and send to client and confirm. Unsaved edits are saved first. The ticket moves to Completion report submitted, the client is notified, and the report is locked.
The client then signs off or asks for more work. Staff and accountants are notified of the sign-off, and the ticket becomes ready to invoice.
Who can do this
Super Admins and Operations Managers. This is fixed by role and can't be changed in Roles. The review is web only; the mobile app shows the report but can't edit or approve it.
Tips
- Check the after photos against the work description before approving.
- Make materials match what was quoted, so the invoice raises no questions.
Frequently asked questions
- Can I change the report after approving it?
- No. Once it is sent to the client it is locked.
- What if the client asks for more work?
- The ticket moves to Revision requested and the technician sees the client's note.
- Can I edit the photos or the signature?
- No. Only the work description and materials can be edited.
Still stuck?
Our team can look at your request or account with you.