How To Complete A Job in WorkZen
Open the job and choose Complete Job from its actions menu. The Complete Job flow warns you about pending visits and unfinished checklists, then lets you email the client a completion confirmation with the invoice and job report included. Mandatory checklists must be finished first; WorkZen blocks completion on the server until they are.
A job that is "done in the field" but still open in the system is a job that has not been invoiced yet. The Complete Job flow closes it out properly: it surfaces loose ends, confirms the paperwork, and emails the client with the invoice attached.
Close out each visit as it happens
The cleanest completions start during the day, not after it. Each visit closes with one tap: Let's Go! when the tech heads out, Start Visit on arrival, Complete when the work is done, with an optional Customer Signature step right in the driveway. Notes and photos attached to visits mean the paper trail already exists when you close the job.
Run the Complete Job flow
On the job page, open the actions menu and click Complete Job. (Choosing Change Status and Mark Complete opens the same flow.) It walks up to three steps:
1. Preflight warnings. If the job has pending or scheduled visits, WorkZen tells you how many and reminds you that completing the job will not affect them. If checklists are unfinished, you get a count and a Click here to see the open checklists shortcut. Both are heads-ups, with one exception below.
2. Job report check. The flow shows whether the job report is completed, with a Go to Report button if not. You can continue without it, but a finished report can be included in the client email.
The job report step and including the report in the completion email require ZenGrow or higher. On the free Zen plan the flow skips straight to the confirmation.
3. Confirmation. Toggle Send completion confirmation to client, then choose what rides along: the Invoice, the Job Report, and a Custom Message (pre-written for you, edit freely). Click Complete Job and you are done.
The one hard stop: mandatory checklists
A checklist attached as mandatory is a contract. If its items are unfinished, the job cannot be completed, and WorkZen enforces this on the server, not just in the interface. Finish the checklist (the flow links you straight to it), then complete the job.
What completion means downstream
Completing sets the job's status to Completed, timestamps it, and records who closed it. Your schedule and reports stop counting it as open work, and if you sent the email, your client has the invoice in hand the moment the job closes. That is the whole point: no gap between "done" and "billed".
Step by step
- 1
Open the completion flow
On the job page, open the actions menu and click Complete Job.
- 2
Review the preflight warnings
If the job has pending visits or unfinished checklists, WorkZen shows them first with a shortcut to the open checklists. Resolve them or continue.
- 3
Check the job report
On ZenGrow and ZenAI plans, the flow shows whether the job report is done, with a Go to Report shortcut if it isn't.
- 4
Send the confirmation
Choose whether to email the client, toggle what to include (invoice, job report, custom message), and click Complete Job.
See it in action
Frequently Asked Questions
This article answers:
- How do I mark a job as completed?
- How do I close out a job?
- Why can't I complete my job?
- Does completing a job email the client?
- What happens to open visits when I complete a job?
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