Job incorrectly marked as "Completed"

kevinfow
New Contributor III

Occasionally we have technicians mark a job as "Completed" when they should have marked it "Done for now"

Is there anyway to change the status from "Completed" to "Done for now"?

1 ACCEPTED SOLUTION

michael21
Contributor III

Yes, you can pretty easily do that by creating a new appointment on the job or by adding another assignment to the existing but closed appointment.  Either will give you a warning that doing this will reopen the job.  Which you use should depend on why closing the job wasn't right in the first place.

Mike M CPA & Operations in KC, (go Chiefs)

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2 REPLIES 2

Corinne4
Visitor

If you create another appointment, won't it notify the customer?  I don't want to have to toggle the job notifications on and off all the time

michael21
Contributor III

Yes, you can pretty easily do that by creating a new appointment on the job or by adding another assignment to the existing but closed appointment.  Either will give you a warning that doing this will reopen the job.  Which you use should depend on why closing the job wasn't right in the first place.

Mike M CPA & Operations in KC, (go Chiefs)