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.