Close a Job

When the Deliverables have been delivered, it's time to wrap up the Job.

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Written by Tech Support
Updated over a week ago

Once you're satisfied with the work on the Deliverables that the contractor has done, it's time to close the Job. Before you can close a Job, however, all the Deliverables associated with that Job must be marked "complete."

  1. Go to the Deliverables screen and click a Deliverable you want to mark completed.

  2. Click the “Mark Completed” button. This changes the Deliverable's status from “in progress” to “completed.”

  3. Repeat steps 2 and 3 for each completed Deliverable in the Job.

  4. Go to the Jobs screen and click the name of the Job you wish to close, which should now be marked “ready for payment.”

  5. Click the “Close Job” button. This changes the status of the Job to “closed."

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