Basic Steps
🔍 Review Internal Job Notes
Check Internal Job Notes to:
Add reminders for follow-up tasks.
Update invoice notes with any important details.
🛠️ Complete Outstanding Orders
Make sure all orders for the job are completed to ensure accurate cost tracking.
📊 Check Margins and Update Prices
Review margins and adjust prices if needed to maintain profitability.
📧 Email Invoices
Send invoices to customers, including a note like "Ready for pick-up" if applicable.
Advanced Tips
🏷️ Tag “Satisfied Customer”
Add a “Satisfied Customer” tag for easy follow-up and to encourage a future Google review.
📋 Update Customer/Vehicle Notes
Add or update notes on the customer or vehicle for future visits to ensure a personalised experience next time.
By following these steps, you’ll keep everything organised and your customers well-informed throughout the process.
Need to split invoices between different parties like insurance or customer? Check out our best practice guide on How to Create Split Invoices.
Need to create Estimates for any additional recommended work? Check out our best practice guide on Additional Work - Estimates.