Every job closes out with the same two forms, filled in and signed in the app. There's nothing to upload, download or print.
Units
A job has one or more units. A vehicle or fleet job lists VIN, tag #, unit type and year/model; a wall, window, floor or other job lists the location or area and the surface type. They're filled in from the job when the PO has the details, and you can add or remove rows on site. Set the job type on the job page if it was guessed wrong.
Pre-Inspection Report (on arrival)
- Check in, then tap Start pre-inspection report.
- For each unit pick the condition: New, Good, Fair, Poor or Damaged. Poor or Damaged needs a description; Damaged needs a photo.
- Hand the phone over. The customer reads the statement, signs with a finger and prints their name. The date and time fill in.
If a unit is Poor or Damaged, the job is flagged Condition issue reported before install and the company that sent the job is told. That protects you: the condition is on record before you start.
Installation Approval (at completion)
Your name, the installation company, the date, the customer and address, square footage, units, Yes/No complete, indoor or outdoor, the weather (filled in for you, change it with a note), surface conditions, your comments and any extra questions the company asked for. The customer signs under the approval statement, then you sign.
Customer not there
Nothing is blocked. Pick why (Not on site, Refused, or Other with a note); the time, your location and your photos are kept with it. After saving you can tap Get a signing link and send it. The link works once, expires after 7 days, needs no account, and opens the same form for the customer to sign.
Extra questions
On a company's page, Closeout questions adds up to 10 questions (short text, yes/no or pick one) to that company's approval. Print companies on the app add their own under Closeout.
Forms signed before
Forms signed on uploaded PDFs before this change stay on their jobs, read-only.