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 is complete, and that second one is the step that starts the service report.

Finishing your part

When you wrap up your own work, you tell the app which of three things is true: your assigned work is done, someone needs to come back, or someone else is carrying on from here. You can add a note. Most people should, since that note is the latest word the office has from you on that stop. If your timer is running on this visit you can stop it in the same motion, so the handoff and the hours land together. The app will only stop your own timer on this visit. It won't touch one you left running on another job and it won't touch anyone else's, so a helper finishing their piece doesn't stop the lead's clock.

None of that closes the visit, stops anybody else's time, drafts a report or messages 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, because the office would rather know where you stand than wait for everything to be tidy.

Afterwards your handoff shows with its own delivery status, so you can see whether the office has received it yet. If you pick the tools back up on the same stop after handing off, the app treats that handoff as out of date and asks for a fresh one once you stop again. A "someone needs to come back" handoff stays as it is until you record new work.

Completing the visit

Completing the visit is the shared step, and it's separate from your handoff. It tells the office the work at that stop is done, and it starts the service report. It's also the step that sends the customer the shop's thank-you message, if the shop has one set up, so don't complete a visit you aren't done with.

Completion carries a list of the photos and readings it counts on, and it won't leave the phone until the office has received those. On a bad connection that means it sits as queued, sometimes for a good while after your handoff has already landed, and that's normal. You can drive away. The stop stays visible on the phone and completion shows as pending until the office confirms it. The app never rolls your handoff and the visit's completion into one word, because they aren't the same fact.

Anything you record after wrapping up keeps its own identity and goes to the office as late evidence for the report review, so the photo you remembered in the truck isn't lost and doesn't need a second completion.

What you see once it's in

Once the office has the completion, the stop stays on your phone and you can open it. It shows that the report is being prepared, and from there the report is in the office's hands to review. We don't put a time on how long a draft takes.

What the office sees

Reports updates as the tech's work comes in. Completion, report being prepared and report ready show up as separate steps, so the office can tell a visit that's done from a report that's ready to read. A handoff can arrive ahead of its photos, and the office sees it anyway.

The draft is built from the tech's notes, readings and photos, organized by unit, and it lands in the review queue. Bolt turns rough spoken notes into consistent language and puts facts under the right equipment, but it doesn't make up readings or diagnoses, which is why a person in the office reviews the draft before it goes anywhere. Nothing goes to the customer until someone there sends it, and the app shows report ready and sent to customer as two separate states.

Each person's handoff also shows up on its own, apart from the customer document, and it's there even when their photos haven't landed. A "someone needs to come back" note is visible before the report exists, so the follow-up doesn't have to wait on the paperwork. Reading those handoffs doesn't draft, approve or send anything.

When the draft doesn't come

Sometimes the visit completes and the report draft fails behind it. When that happens the office opens the visit in Reports, which says "Customer report not drafted", and presses "Draft customer report". That asks only for the report, so it can't complete the visit twice or send the thank-you message a second time. If a ready or reviewed draft already exists, office edits included, the retry reuses it rather than starting over. The visit itself remembers where the report stands, so reopening Field shows the same state the office sees.

Updated September 21, 2026.