Job completion paperwork
Jobs ready to invoice before the van leaves the driveway. Photos, readings and sign-off get filed against the job while the tech is still on site.
Hours back
5
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
A checklist per job type
A boiler service needs different paperwork from a switchboard upgrade. Each job type gets its own list of photos, readings and documents.
- 02
Photos pulled onto the job
Before and after shots are taken from the photo app and attached to the job record.
- 03
Reports and certificates filled in
Readings the tech enters fill your own report or certificate template, saved as a PDF in the customer's folder.
- 04
Gaps flagged while the tech is still on site
If the after photo or a reading is missing, the tech gets a text before they drive off.
- 05
Job marked ready to invoice
Once the checklist is complete, the job is flagged for invoicing and the customer gets their copy of the report.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
Any certificate that needs a licence or registration number, or a legal sign-off, is filled in for the qualified tech to check and sign. The system never signs anything.
What it's worth
What those hours add up to.
5 hours a week, over 46 working weeks, is 230 hours a year. At $50 an hour, that’s
$11,500
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
The tech finishes, takes photos on their own phone, fills in a service report on paper or in an app, and gets a signature if they remember. The office spends Friday piecing it all together so the invoice can go out, texting techs for whatever's missing.
What we build
- A checklist per job type
- Photos pulled onto the job
- Reports and certificates filled in
- Gaps flagged while the tech is still on site
- Job marked ready to invoice
A month in
Jobs close the day they're done, so the invoice can go out that day too. The Friday afternoon spent texting techs for photos goes, and if a warranty claim or dispute turns up later, the record is already there.
Why paperwork holds up the money
Most firms can't invoice until a job is properly closed: photos, readings, the customer's signature. When that turns up in bits, invoices wait days. Closing the job on site is the quickest way to get paid sooner.
FAQ
Do techs have to do anything differently?
Hardly anything. Techs take the same photos and enter the same readings as now. The difference is a text if something on the job checklist is missing, sent while they're still on site and can fix it.
Can it fill in our own forms and certificates?
Yes. Your own report and certificate templates are set up during the build. Forms a regulator or manufacturer requires are filled in for the qualified tech to check and sign, never submitted on their own.
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Thirty minutes on job completion paperwork. We build its elf with you, live, and you keep it.