Completing a Job

Overview

Completing a Job tells JGID that all scheduled work has been finished and the Job is ready for invoicing.

When a Job is completed, JGID automatically creates a Draft Invoice, allowing you to review the invoice before it is finalised.

If the Job has been configured with Automatic Job Repetitions, completing the Job will also create the next Job in the recurring series.

Before Completing a Job

Before marking a Job as complete, review that all required information has been recorded.

This may include:

• Worksheets
• Timesheets
• Daily Labour Summaries
• Field Notes
• Job Hazard Analyses
• Variations
• Progress Invoices

Completing these records first helps ensure the Draft Invoice accurately reflects the completed work.

What Happens When a Job Is Completed?

When you complete a Job:

• A Draft Invoice is automatically created.
• Any configured Automatic Job Repetitions are generated.
• The Job is ready to move into the invoicing stage.

The Draft Invoice can then be reviewed before it is completed and transferred to your accounting software, if connected.

Reviewing the Draft Invoice

After completing the Job, review the Draft Invoice carefully before finalising it.

Pay particular attention to:

• Invoice recipient.
• Bill To settings.
• Payment Terms.
• Client Reference Number or Purchase Order.
• Invoice Date.
• Billable quantities.

Taking a few moments to review the Draft Invoice can help avoid payment delays and reduce the need for corrections later.

Progress Invoices

If Progress Invoices have already been issued, review the Draft Invoice to ensure the remaining balance is correct before completing it.

The Draft Invoice should represent the outstanding amount still to be invoiced for the Job.

Automatic Job Repetitions

If the Job has been configured with an Automatic Job Repetition, completing the current Job creates the next Job in the recurring series.

For this reason, it is recommended that Automatic Job Repetitions are configured before completing the current Job.

Best Practice

• Complete all operational records before completing the Job.
• Review the automatically created Draft Invoice before finalising it.
• Confirm the invoice recipient and customer reference details.
• Check any Progress Invoices have been accounted for.
• Configure Automatic Job Repetitions before completing recurring Jobs.

Related Articles

• Understanding Invoices
• Creating a Progress Invoice
• Understanding Automatic Job Repetitions
• Invoice Statuses
• Understanding Related Documents