Every job has an On site screen built for the phone: directions, call or text the site contact, access notes, check in and out, photos, issues, and the closeout checklist.
On the day
- Open the job and tap Start on-site (or open it from the dashboard or calendar).
- Check in when you arrive. Time and location are recorded when your phone allows it.
- Take Before photos.
- Do the install. Report issue records a problem with photos.
- Take After photos, record the temperature and any leftovers.
- Check out when you leave.
Everything on this screen works offline and syncs later.
Screenshot to come: On site screen with checklist
The closeout checklist
The checklist comes from the company's requirements (or your defaults): how many before and after photos, the pre-inspection, the installation approval (signed, or with a reason), and how long you have to close out. See Closeout forms and signing.
Send the closeout
Press Complete & send closeout. The job moves to Installed and the app builds the completion packet PDF: a cover page, the pre-inspection, the installation approval, the weather record, then before, after and issue photos.
If the checklist isn't met you can still send it with a typed reason, which is printed in the packet.
Office and owner can Email closeout packet to the company, or use Download completion packet.
After closeout
- Photos are locked.
- The site contact is hidden from your team (the print company still sees it).
- Reopen closeout (with a reason) unlocks the job. The next send builds a new packet and keeps the old one.
Deadlines
Closeout and invoice deadlines start at the first check-out. Badges turn amber when time is short and red when overdue, and disappear once closeout is sent or the invoice is issued.