Finishing a job and what happens to the report

Before you pull off a stop there are two things to do, and we kept them separate on purpose. One is saying where you personally stand on the work. The other is telling the office the visit itself is finished, which is the step the service report hangs off.

Done for now: your part

When you wrap up your own work, tap Done for now. It asks "Where does this job stand?", and you answer Finished, Coming back, or Someone else is finishing. Under Your time, Stop my time stops your time on the job, and your time at the next one picks up from there. Still on site leaves it running. A note for the office is optional, but most people should leave one, since it's the latest word the office has from you on that stop.

Coming back needs a reason, like parts on order or no roof access, so the office can book the return. Before it saves, Field checks that you have time recorded on the job and, when you say Finished, that you've saved a note, photo or voice note there. If not, it shows "Missing from this job" with what to add. Tap Go back to add it, or Save anyway.

When that stops your time and nobody else is still on the clock there, Finished finishes the visit too, as long as there's a note, photo or voice note on it and you're answering on site. That's the same finish as Finish visit below, report draft included. If something is missing, Field says what to add and to tap Finish visit after. If you answer long after you left, Field asks "Close this visit now?" first. You can also leave it for the office.

Otherwise Done for now doesn't close the visit, stop anybody else's time or message the customer. It's a statement about you, and you can make it with the notes half done and the photos still on the phone. If you pick the tools back up on that stop afterwards, Field shows "More work since your last update" so you know to give a fresh one when you stop again.

If the office cancels a visit while you're on it, Field says so, with who cancelled it and why. The stop opens read-only, and anything you already captured there still goes to the office, where it shows up for them to sort out.

Finish visit: the shared step

Finish visit tells the office the work at that stop is done. Field asks "Finish this visit?" and you choose Check and finish or Keep working. The office will only accept it once the visit has an arrival (or time on site), a departure, and at least a note, photo or voice note. Finishing records the crew's departure for you if nobody tapped Mark departed. With nothing about the work saved, Field asks for a note or photo before it sends the finish. If the office still can't take it, Field says what's missing in plain words, like tapping Mark arrived first. If the office cancelled the visit, Field says that instead; your notes and photos still reach the office, which decides whether to put the visit back.

A finish waits for the notes and photos it counts on to land, so on a bad connection it sits as "Saved. Sends when you have signal", sometimes for a good while after your Done for now has already gone up. That's normal and you can drive away. It changes to "Office has it" once it's in. If you remember a photo in the truck, you can still add it after finishing, and it goes to the office like any other note.

Nothing goes to the customer by itself

Finishing a visit, recording a departure or stopping your time never texts the customer. BoltWright texts a customer only when a person sends it: you tapping Text on my way in Field, you asking Bolt to tell the customer you're running late or have arrived (Bolt reads it back first), or someone in the office sending a text.

The report

The report is drafted from what the crew captured, and a person in the office reviews it before it goes anywhere. Finishing a visit starts the first draft on its own, however it was finished: from Field, by Bolt, or by the office. It needs notes or photos to have reached the office, and a job that already has a report keeps it, so office edits are never written over. If a draft can't start, Reports shows "Customer report not drafted" and a manager presses Draft customer report. We don't put a time on how long a draft takes.

What the office sees

Reports sorts visits into Needs you, Not ready and Sent. A visit whose photos and notes are still coming in shows "Evidence still arriving". Once a draft is ready it moves to Needs you with "Draft is ready. Read it and send." If the draft fails, it says so and offers Retry draft, which reuses anything the office already edited and never finishes the visit twice. Nothing goes to the customer until someone in the office sends the report.

Each person's Done for now shows beside the report under Field handoff, marked for the office and kept out of the customer's copy. A Coming back note is there before any report exists, so the follow-up doesn't have to wait on the paperwork.

Visits nobody closed

Some evenings a visit gets worked and nobody finishes it, or a clock gets left running. Between 6 and 9 pm, Field sends each person one evening message. If your clock is still running from an earlier day, or for over 12 hours, the message starts with "Still on the clock?" and asks you to set the time you left. A clock you started today waits until 8 pm, and until it has run 3 hours, so a late call isn't interrupted. After that come any visits you worked today that are still open without an answer from you, and Bolt brings those up again the next morning. Field never stops your clock for you.

With app notifications on, the message buzzes your phone once. On the day a clock started, your phone's own Still on the clock? reminder is that buzz, and the message waits in Field's list. Without notifications, it comes as a text once BoltWright texting is on for your shop.

Managers see those visits in Office under Follow-up, in Worked, not closed, with each person's hours and answer and anything the visit is missing. Poke sends that tech one nudge. Close finishes the visit from the office, and it asks why it's closing, because your reason goes on the record in place of the crew's finish.

If your shop still closes visits in Jobber, Follow-up also counts the visits finished in BoltWright that Jobber still shows open, under Finished here, still open in Jobber, with a link to each one in Jobber so the office can close it there.

Closing a job from the office

Sometimes the work is done and nobody finished it in Field: the tech forgot, or it got done without a visit on the phone. Press Draft invoice in Billing and it asks "The work isn't finished. Is it done?", with a line saying what's open, like "1 visit not finished in Field". Yes, close the job opens the close form, and Close job in the More menu at the top of the job gets you to the same place.

Close job asks why you're closing it with visits not finished, and the reason is required. It goes on each visit it finishes and in the job's history, with your name. Then choose Close job and draft invoice, or Close without invoice for work you won't bill. No report is drafted and no customer text goes out, so write the report from the job if the customer needs one.

A job someone worked but didn't finish also shows up under Invoices > New invoice, with how many visits weren't finished in Field. Picking it asks for the same reason, then closes the job and drafts the invoice. You can also tell Bolt, for example "close job 4512, the boiler was relit Tuesday and the tech never finished it in the app." Bolt reads the close back and waits for your yes, and the reason has to be what you said.

It won't close while someone is still on the clock at the job, or while a visit that hasn't started is booked for today or later. Draft invoice says which, and links to the schedule or Recorded hours so you can sort it out first. To do more work after a close, reopen the visit from the schedule.

On a job that came over from Jobber, Jobber's own invoicing comes first. If Jobber has a draft invoice for it, Billing says to send or delete that draft in Jobber before drafting here, so the customer isn't billed twice. A fixed-price job bills Jobber's lines and price, not hours. If Jobber already invoiced part of the price, the draft bills what's left, and Billing says how much Jobber invoiced. If Jobber invoiced all of it, there's nothing left to draft; set the job to Time & materials to bill extra work.

Invoicing before the work

Some customers want the bill before the work is done, usually for their year-end. Press Draft invoice and answer Not yet, invoice ahead. You get the job's invoice to check and send as usual, while the job stays open and its visits stay on the schedule, so the crew's day doesn't change. It needs a price on the job, so a Time & materials job has to be set to Quoted / flat first, because hours recorded later would never get billed.

The job can still only have one invoice, so anything extra goes on its own job. GST is reported on the invoice date, not when the work happens. Once the invoice is sent, the job shows under Follow-up in Invoiced, not booked until a visit has a date ahead, so work the customer has paid for doesn't get forgotten. If a visit won't happen after all, the credit is issued in QuickBooks.

Internal work

Internal work is different. The shop's own jobs, like a safety meeting, training, or shop and truck work, take no customer report and no invoice. The phone tags the stop Internal, and Finished closes the visit with no note or photo. Billing on the job says "Internal work: no invoice", and Close job offers only Close without invoice. Profit counts their hours and cost as overhead, outside the customer figures. If a customer should pay for one after all, change the job's Type first.

Moving a job to the right customer or site

A job filed under the wrong customer or site doesn't need redoing. Click the customer or site under Job facts (or choose Move job in the actions menu ⋯), pick the customer and one of their sites (or add a site), and confirm. It shows you first what moves and what stays. Visits, hours, notes, photos and draft invoices, quotes and reports go with the job, and a draft invoice bills the new customer at the new site. Anything already sent stays as sent, and the building's equipment stays where it is. The job's History keeps who moved it, when and from where.

It won't move a job to another customer while an invoice on it has gone out: void it first, or if it's in QuickBooks or paid, make a new job for anything still to bill. It also waits while someone is on the clock, and it says so if the job is an accepted quote's work, a customer's portal request or a maintenance agreement visit.

Cancelling or removing a job

Not every job ends in finished work. The More menu at the top of a job offers what fits.

Cancel job is for work the customer called off before anyone started. It asks why, then takes every visit off the schedule and off the techs' phones, and anyone it was sent to gets the usual heads-up. BoltWright doesn't contact the customer. The job shows who cancelled it, when and why, with Restore job to bring the visits back as drafts on the schedule. Once anyone has arrived or recorded time, close the job instead.

Remove job is for a job that shouldn't exist: a duplicate, or practice from training. It shows what goes with it first: the visits, notes and photos, and any draft report, quote or invoice. Photos tagged to a unit stay on the unit, and a Service Desk request the job came from goes back to the inbox, ready to schedule. Hours are payroll, so they're never deleted. If the job has hours, you choose Void the hours (not paid) or Keep the hours (paid, with no job). It can't be undone from the office, so BoltWright keeps a copy for support.

Remove won't run once a job has reached a customer or the books: a sent report or quote, an invoice past a draft, an accepted quote, or parts from stock. It also waits while someone is on the clock, or while a visit is on a tech's route today or later, so cancel that first and the tech hears about it. Jobs that came over from Jobber stay in the history. For those, close the job instead.

History is always in that menu too. It lists who changed the job's title, instructions, type or Emergency, when, and whether it was done in Office, through Bolt or from a phone. Each visit on the job has its own History button, which also keeps the reason a manager gave for closing a visit nobody finished in Field.

Finished by mistake

If someone taps Finished on a visit that isn't done, a manager can reopen it: from that Jobber list in Follow-up, or from the visit's details on the schedule. Reopen asks why, and the reason goes on the record. The visit goes back on the crew's schedule and phones, and back into Worked, not closed if it has hours, where the earlier Finished no longer counts. The report, hours, notes and photos stay as they are. A visit that was closed in Jobber gets reopened in Jobber.

Updated November 4, 2026.