Close out a job with proof, extra costs and money collected

Goal

Finish the job in the app with the real extra costs and payment recorded, so the office can bill the client and settle with you without calling you back.

Prerequisites

• The job shows On board and the passenger has been dropped off.
• Any waiting timer on the job is stopped.
• Receipts for parking or tolls are at hand, as a photo or a file.

Steps

1. Select Complete job on the job. The form Complete this job? opens. No signature is required.
2. Read Collection for this job, if it is shown. It tells you the amount to collect and the agreed methods, or that the office handles payment and you must not ask for money.
3. If your company asks for proof, select Add proof photo and take a photo with the camera. Proof is optional unless your office tells you otherwise.
4. Enter any extra waiting in Additional waiting (minutes).
5. Enter what you paid for Parking and Tolls. For each amount, select Choose a file or take a photo to attach the receipt. A receipt is saved only when its amount is filled in.
6. If you took money from the passenger, enter it in Payment collected and choose Cash or Card.
7. Enter the reading in End odometer (km) if the job has a vehicle assigned.
8. Select Complete job at the bottom of the form.

Expected result

The job shows Completed. The office receives the waiting time, the costs, the payment you recorded and the receipts, and reviews each amount. Receipts wait for office approval. A proof photo shows as Proof attached with the time it was taken.

Troubleshooting

• If the form says "Pickup is more than 15 minutes away. Complete this job early?", check that you opened the right job. If you did, tick I confirm the job is complete to continue.
• If the form says "Stop the running waiting timer before completing this job.", close the form, open Proof, select Stop waiting, then select Complete job again.
• If the form says "Acknowledge the current critical instructions in the job sheet.", select Review job, then Acknowledge instructions, and complete the job again.
• If you see "Check the values and stop any running waiting timer before trying again.", look for an empty or negative amount and correct it.
• If you see "The job was saved. Retry saving its receipts.", the job is complete but a receipt did not upload. Select Retry receipts where the signal is better.
• If you collected a different amount from the one shown under Collection for this job, enter what you actually received. The office reviews any difference.
• If End odometer (km) cannot be filled in, no vehicle is linked to this job. Tell the office the reading by message.
• If you are offline, the completion is saved on the phone and sent when the signal returns. Do not complete the job a second time.