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Completing Job Cards

When all work on a job card is finished, you need to properly end and close it. This guide walks you through the final steps of the job card lifecycle, from reviewing completed work to generating invoices and exporting summaries.

Before You Complete a Job Card

Make sure:

  • All tasks are completed by workers
  • All required photos have been taken
  • All parts and materials are documented
  • You've reviewed the work quality

Still working on a job card? Learn about managing active job cards →

Ending a Job Card

When all work is complete, you can end the job card. This finalizes the work and generates an invoice.

Ending a job card and reviewing work

Review everything before ending the job card

How to End a Job Card

  1. Open the completed job card
  2. Click "End Job Card" or "Complete Job"
  3. Review the summary screen
  4. Verify everything is correct
  5. Confirm to end the job card

Reviewing Before You End

The review screen shows you a complete summary of all work done.

Job card review summary screen

Comprehensive summary of completed work

What You'll See in the Review:

Work Summary:

  • All completed tasks
  • Task completion status
  • Time spent on each task
  • Total time for the entire job

Visual Documentation:

  • All photos uploaded to the job card
  • Photos taken by workers during tasks
  • Before and after images
  • Any reference images

Materials Used:

  • Parts used for each task
  • Quantities and costs
  • Total parts cost

Labor Information:

  • Workers who worked on the job
  • Time spent by each worker
  • Labor costs calculated

Signatures:

  • Worker signatures (if collected)
  • Timestamp of completion

Invoice Preview:

  • Total labor cost
  • Total parts cost
  • Final amount

Important: Review everything carefully. Once you end a job card, workers can no longer edit it.

What Happens When You End a Job Card

Several things happen automatically:

What happens when ending a job card

Automatic processes when you end a job card

1. Invoice Generation

  • System automatically creates an invoice
  • Includes labor costs (based on actual time tracked)
  • Includes parts costs
  • Ready for customer billing

2. Worker Notification

  • Workers receive notification that job is complete
  • Job card is removed from their active jobs list
  • They can no longer edit or update the job card
  • Job appears in their completed jobs history

3. Status Change

  • Job card status changes to "Ended"
  • Appears in your ended jobs list
  • Can still be edited by managers if needed

4. Record Keeping

  • All data is saved permanently
  • Photos and documentation preserved
  • Time logs finalized
  • Ready for accounting and records

After Ending: What You Can Still Do

Even after ending a job card, you still have some options:

✅ You Can:

  • View all job card details and history
  • Export PDF summaries
  • Edit job card information if needed
  • Close the job card when ready

❌ You Cannot:

  • Assign new workers
  • Add new tasks
  • Have workers update tasks
  • Change worker time logs

Closing a Job Card

After ending a job card and handling payment or final administrative tasks, you can close it permanently.

Closing a job card

Close job cards after payment or final completion

When to Close a Job Card

Close a job card when:

  • Customer has paid the invoice
  • All administrative tasks are complete
  • No further action is needed
  • You want to archive the job

How to Close a Job Card

  1. Make sure the job card is already ended
  2. Verify payment has been received (if applicable)
  3. Click "Close Job Card"
  4. Confirm the closure

⚠️ Warning: Once closed, a job card cannot be reopened. Make absolutely sure everything is complete before closing.

The Difference: Ended vs Closed

Understanding the difference helps you manage job cards properly:

Comparison of ended and closed job cards

Key differences between ended and closed status

| Status | What It Means | What You Can Do | When to Use | | ---------- | ----------------------------------- | ------------------------------------- | --------------------------------- | | Ended | Work is complete, invoice generated | View, edit details, export PDF, close | Immediately when work is done | | Closed | Completely finalized and archived | View only, export PDF | After payment and all admin tasks |

Typical workflow:

  1. Workers complete all tasks
  2. You end the job card (generates invoice)
  3. Customer pays
  4. You close the job card (archives it)

Exporting Job Card Summary

Generate a complete PDF report for records or to send to customers.

Exporting job card as PDF

Create professional PDF summaries

What's Included in the PDF

The exported PDF is a comprehensive document containing:

Job Card Information:

  • Customer name and contact details
  • Vehicle information
  • Job card number and dates
  • Workers assigned

Work Details:

  • Complete list of all tasks
  • Task descriptions
  • Completion status
  • Time spent on each task

Visual Documentation:

  • All photos uploaded to the job card
  • Photos taken by workers
  • Before and after images
  • Organized by task

Financial Summary:

  • Invoice details
  • Labor costs breakdown
  • Parts costs breakdown
  • Total amount
  • Payment status

Signatures and Verification:

  • Worker signatures
  • Timestamps
  • Completion certificates

How to Export a PDF

  1. Open the job card (can be ended or closed)
  2. Click "Export PDF" or "Download Summary"
  3. PDF will be generated automatically
  4. Download and save or share

When to export PDFs:

  • After ending a job card
  • To send to customers
  • For your business records
  • For accounting purposes
  • For quality control reviews

Tip: Export PDFs for important jobs even before closing them, so you have a backup record.

Troubleshooting

I Accidentally Ended a Job Card Too Early

Solution:

  • As a manager, you can still edit ended job cards
  • Make necessary corrections
  • Workers cannot make changes once ended
  • If you need worker input, communicate directly

I Can't Close a Job Card

Possible reasons:

  • Job card must be ended first
  • Check if there are pending items
  • Verify you have proper permissions
  • Try refreshing the page

I Closed a Job Card by Mistake

Solution:

  • Unfortunately, closed job cards cannot be reopened
  • All data is still preserved and viewable
  • You can export the PDF anytime
  • Contact support if you need special assistance

The PDF Export Isn't Working

Solution:

  • Check your internet connection
  • Make sure all images have loaded
  • Try a different browser
  • Clear your browser cache
  • Contact support if issue persists

Invoice Amounts Look Wrong

Solution:

  • Review the ended job card details
  • Check actual time logs vs estimated time
  • Verify parts costs are correct
  • You can edit details before closing
  • Contact support for billing questions

Understanding Job Card Archives

After closing job cards, they're archived but not deleted.

Where to find closed job cards:

  • In your "Closed Jobs" or "Archive" section
  • Use filters to search by date, customer, or vehicle
  • All data remains accessible

What you can do with archived job cards:

  • View all details and history
  • Export PDFs anytime
  • Use for reference
  • Show to customers if needed
  • Pull reports and analytics

Data retention: All job card data is kept permanently for your records.

Next Steps

Now that you know how to complete job cards:

Need Help?

If you have questions about completing job cards:

  • Email: support@enroute.com
  • Phone: [Your support phone number]
  • Live Chat: Available on our website

We're here to help!