Job Completion Process

Job Completion Process

When the installation starts, a Job enters the final job completion phase.  This article provides an overview on each state that is part of the this final phase from Pre-Call Completed to Job Closed as well as provides an overview of automations that occur after completing each Transition.

Overview of All States in Job Completion Process

Pre-Call Completed

Upon completing the Complete Pre-Call transition, the Job record will move to the Pre-Call Completed State waiting for the installation to commence. Once the job installation has started select the Install Started Transition.



In the Install Started box, ensure the Install Date is the first day of the install and click Save. Upon Saving, the record will move to the Install in Progress State.



Install in Progress

After completing the Install Started transition, the Job record will move to the Install in Progress state. If there are minor punch list items that need to be addressed before considering the job completely finished, select the Complete but Pending transition. On the other hand, if the job has been completed without any remaining punch list items, select the Complete and Final Transition.


  1. Complete but Pending: Upon selecting this transition the Complete but Pending box will appear. Enter the date the job was effectively completed in the Revenue Recognized field and add relevant notes about the pending items in the Notes field (both are required fields) and click Save.  Upon Saving, the record will move to the Install Complete-Pending State.


  2. Complete and Final: Upon selecting this transition the Complete and Final box will appear. Enter the date the job was effectively completed in the Revenue Recognized field and add relevant notes about the completion of the job in the Notes field (both are required fields) and click Save.  Upon Saving, the record will move to the Install Complete-Final State.

Install Complete-Pending

Upon completing the Complete but Pending transition, the Job record will move to the Install Complete-Pending State where it will remain until all remaining punch items have been completed.  Once all the remaining punch items are complete select the Pending to Final Transition.



In the Pending to Final box, add relevant notes about the pending items in the Notes field (required field) and click Save.  Upon Saving, the record will move to the Install Complete-Final State.



Install Complete-Final

Upon completing either the Complete Final or the Pending to Final transitions, the Job record will move to the Install Complete-Final State.  If there are no permits select the No Permit - Complete Closing Call Transition.  If there is a Permit(s), the Job will remain in this state until the related permit(s) have been successfully closed.  Once the permit(s) are closed select the Permit Closed Transition.  Upon completing the transition, the Permit Closed date will be automatically updated to the related Sale and Permit records.


  1. Permit Closed: Upon selecting this transition the Permit Closed box will appear. Enter the date the permit was closed in the Permit Closed Date field and add relevant notes about the closing of the permit in the Notes field (both are required fields) and click Save.  Upon Saving, the record will move to the Permit Closed State and the Permit Closed date will be automatically updated to the related Sale and Permit records.


  2. No Permit - Complete Closing Call: Upon selecting this transition the No Permit - Complete Closing Call box will appear. Enter the relevant notes about the closing call to notify the collection team of your discussion with the customer about the completed call in the Notes field (this is a required field) and click Save.  Upon Saving, the record will move to the Closing Call Completed State.


Permit Closed

Upon completing the Permit Closed transition, the Job record will move to the Permit Closed State waiting for the customer service team to complete the closing call steps.  Upon completing the closing call, select the Complete Closing Call Transition.



In the Complete Closing Call box,  enter the relevant notes about the closing call to notify the collection team of your discussion with the customer about the completed call in the Notes field (this is a required field) and click Save.  Upon Saving, the record will move to the Closing Call Completed State.



Closing Call Completed

Upon completing the Complete Closing Call transition, the Job record will move to the Closing Call Completed State. Depending if there is a warranty that needs to be registered, select either Warranty Included or No Warranty Transitions.


  1. Warranty Included: Upon selecting this transition the Warranty Included box will appear, click Save. Upon Saving, the record will move to the Complete Warranty State and the Sale record's Status field will be updated to Balance Due if not already paid in advance and the Collection Start Date field will be updated with the current date.


  2. No Warranty: Upon selecting this transition the Warranty Included box will appear, click Save. Upon Saving, the record will move to the Job Closed State and the Sale record's Status field will be updated to Balance Due if not already paid in advance and the Collection Start Date field will be updated with the current date.


Complete Warranty

Upon completing the Warranty Included transition, the Job record will move to the Complete Warranty State.   Once the warranty has been registered select the Register Warranty Transition.  To ensure the warranty is not registered until the customer has paid in full, this transition will only be available if the PIF Date field is not empty. 



In the Complete Warranty box,  complete the Warranty Reference field and click Save.  Upon Saving, the record will move to the Job Closed State.



Job Closed

Upon completing the No Warranty or Register Warranty transitions, the Job record will move to the Job Closed State and will exit the blueprint. The base system has the Job Status field, which is the State field in the blueprint, restricted so only Administrators can modify it to prevent users from accidentally moving a Job record back to a previous state. 

Automations After Each Transition

Complete but Pending Automations

Upon saving the Complete but Pending Transition the following automations will occur:
  1. A new Pending Install record is created with Type field of Recognized.  This will close out the Pending Install balance for this Job.
  2. The Job's Complete Pending Date field is populated with the Job's Revenue Recognized date.
  3. The related Sale record's Revenue Recognized field is populated with the Job's Revenue Recognized date.
  4. The related Sale record's Lien Tracking Date field is populated with the Job's Revenue Recognized date.
  5. The related Job Cost record's Revenue Recognized field is populated with the Job's Revenue Recognized date.
  6. The related Change Order records Revenue Recognized field is populated with the Job's Revenue Recognized date.
  7. The related Pending Install records Pending Close Date field is populated with the Job's Revenue Recognized date.

Pending to Final Automations

Upon saving the Pending to Final Transition the following automations will occur:
  1. The Job's Complete Final Date field is populated with the current date.
  2. The related Sale record's Lien Tracking Date field is populated with the current date.

Complete and Final Automations

Upon saving the Complete and Final Transition the following automations will occur:
  1. A new Pending Install record is created with Type field of Recognized.  This will close out the Pending Install balance for this Job.
  2. The Job's Complete Final Date field is populated with the Job's Revenue Recognized date.
  3. The related Sale record's Revenue Recognized field is populated with the Job's Revenue Recognized date.
  4. The related Sale record's Lien Tracking Date field is populated with the Job's Revenue Recognized date.
  5. The related Job Cost record's Revenue Recognized field is populated with the Job's Revenue Recognized date.
  6. The related Change Order records Revenue Recognized field is populated with the Job's Revenue Recognized date.
  7. The related Pending Install records Pending Close Date field is populated with the Job's Revenue Recognized date.

Permit Closed Automations

Upon saving the Complete and Final Transition the following automations will occur:
  1. The related Sale record's Lien Tracking Date field is populated with the current date.  If all material work was completed prior to today, then correct the Lien Tracking Date field on the Sale record with the last date when all material work was completed.
  2. The related Permit records Permit Status field is updated to Permit Closed.
  3. The related Permit records Permit Close Date field is populated with the Job's Permit Closed Date.

No Warranty Automations

Upon saving the No Warranty Transition the following automations will occur:
  1. The related Sale record's Status field is updated to Balance Due if the Sale hasn't already been paid in full.
  2. The related Sale record's Collection Start Date field is populated with the current date.

Warranty Included Automations

Upon saving the Warranty Included Transition the following automations will occur:
  1. The related Sale record's Status field is updated to Balance Due if the Sale hasn't already been paid in full.
  2. The related Sale record's Collection Start Date field is populated with the current date.

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