Step by step
- On the service desk, click Completed, to review.
- Open a job and check: Work carried out and Signed by (Overview), time, mileage and parts with prices (Work & parts), photos (Files).
- Fix anything that is wrong (prices, times, details). Make sure Charges & approval has no “no price” lines and is not over the cost limit.
- Press Close job. The status becomes Reviewed.
- Then press Create invoice (owners and admins), or Invoiced elsewhere if you bill outside SubClik.
Not right? Send it back
If more work is needed, use Return to fit instead of closing (see “Send a completed job back to the engineer”).
After closing
A reviewed job can still be corrected on the job page and can be reopened with a reason if needed.
Tips
- Review jobs daily. It catches missing prices and signatures while the engineer still remembers the visit.
Questions
Do I have to review before invoicing?
No. Create invoice and Invoiced elsewhere also work on Completed jobs. Reviewing is a check step that keeps the To review list clean.
Can engineers close jobs?
No. Engineers complete jobs; only the office closes (reviews) them.
Works together with
- Job statuses explainedA job moves from Unassigned to Invoiced. Most changes come from the engineer's app; the office assigns, closes, sends back, reopens, invoices and cancels.
- Send a completed job back to the engineer (Return to fit)If a completed job needs another visit, send it back to the engineer with the reason. They see the reason and must accept the job again.
- Reopen a reviewed jobReopen a job you already closed when the work turns out not to be finished. A reason is required and the engineer sees it.
- Invoice a job (or mark it invoiced elsewhere)From a completed or reviewed job, owners and admins create a draft invoice with one click. If you invoice in another system, mark the job as Invoiced elsewhere.
- Charges & approval on a jobSee what the job will bill before you invoice it: call-out, labour, travel, mileage, parts and access, what is covered by a contract or a free callback, the client's cost limit and quotes.
- Switch between Open, To approve, Unassigned, Attention and To reviewThe service desk has five job lists. Click a tile or a tab to switch between them.