How to Complete a Job in the Field

Wrap up a job from the FieldPulse mobile app by logging field notes and photos, marking the status Completed, and clocking out before you drive off.

Who uses this: The team member working the job closes it out from the FieldPulse mobile app. Availability: All regions.

Finishing a job is more than putting the tools away. From the FieldPulse mobile app, the person on site updates the job status, logs field notes, attaches photos and files, and leaves comments for the office — so the record is current before anyone drives away.

Overview

Completing a job in the field happens in the FieldPulse mobile app. Open the job record, document the work with field notes, photos, files, and comments, change the job status to Completed, and clock out of the job. FieldPulse tracks how long the job spends in each status, and records the job duration when the status changes to Completed.

Video walkthrough

Watch the walkthrough, then follow the written steps below.

Video walkthrough: Completing a job from the FieldPulse mobile app

Before you begin

• The job has to exist before anyone can work it and close it out. See How to Create a Job to build one, or How to Create Recurring Jobs for work that repeats.

• Every step below happens in the FieldPulse mobile app, on the phone or tablet you carry to the site.

On mobile

Find and open the job

There are several ways to find a job in the mobile app. This example uses the Schedule tab.

1. Select the Schedule tab in the bottom menu.

2. Select the job to open its job record.

The Info page of the job record holds the details you need on site:

• Customer details — the customer’s name and address

• Notes — internal notes, highlighted in yellow

• Tags — the job’s existing tags, plus + Add Tag to add more

Select Actions to open the list of available actions for the job. You can clock in from this menu — see How to Use Employee Timesheets for more on clocking in and out.

Change the job status

Change the job status from the Info page of the job record, at any point in the work.

1. Select the current status — New, in the example below.

2. Select the status you want from the Select Status list.

FieldPulse tracks and records how long the job spends in each status.

To send your customer automatic communications based on status changes, see Customer Communications Overview. To send one by hand instead, select Actions, then Send Customer Communication, at any time.

Navigate to the customer’s location

1. On the Info page, select the customer’s address. The address opens on a map.

2. Select Navigate to Location, then choose your preferred map application for turn-by-turn directions.

Add field notes

Field notes go on the Info page of the job record.

1. On the Info page, select Click to add Field Notes.

2. Enter your information.

Attach files and photos

Files and photos go on the Files tab of the job record.

1. Select the Files tab in the top menu.

2. Select Attach File, Upload Photo, or Take Photo. Take Photo opens the in-app camera, where you can capture a photo or switch to video mode to record a video. Whatever you capture is attached to the job record right away.

For more on organizing what you attach, see How to Manage Files.

Leave a comment for the team

Comments go on the Comments tab of the job record.

1. Select the Comments tab in the top menu.

2. Set the notification toggles at the bottom of the screen — Notify Team Manager and Notify Assigned Team Members — as needed.

3. Enter your comment and send it.

For everything comments can do, see How to Use Comments.

Mark the job complete and clock out

Finishing a job takes two actions — set the status to Completed, and clock out of the job.

1. On the Info page, select the status bar, then select Completed. FieldPulse records the job duration.

2. Select Actions, then Clock Out.

FAQs

How do I turn off the “Mark Payment” pop-up that appears when I complete a job?

By default, marking a job that has a related invoice as Completed brings up a pop-up asking “Do you want to mark payment on your invoice?”. To turn it off, go to Company Settings, then the Jobs tab, then General, and toggle off Enable pop-up for marking payment on Related Invoice upon Job completion.

Still need help?

Reach the FieldPulse support team at [e-mail] or through the chat feature in the bottom-right corner of your screen.

Related articles

• How to Create a Job

• How to Create Recurring Jobs

• How to Use Employee Timesheets

• How to Use Comments

• How to Manage Files

• Customer Communications Overview

The job is closed out when the status reads Completed, the field notes and photos are on the record, and you have clocked out — so the office sees the finished work without having to call and ask.