Close a Job Card & Send the Invoice

Prerequisites before completing this procedure

• A job card must exist
• Complete the job card on the mobile device

Open the job card and click on the job card details to review the instructions on the job card.

(Note that the job card cannot be closed if there are instructions on the job card that have not been completed.)

The Instructions Summary box will be shown.

Review instructions (this step can be skipped, and the user can go immediately to the Job Card Review step (below).

Each line can be expanded, to see the detail under the category (e.g., STANDARD INSTRUCTIONS).

All of the instructions for the job card will be shown, with a Status box (blank, if the instruction has not been marked as complete).  There is a ‘trash can’ symbol on this line.

Clicking this will DELETE the instruction from the job card.  The search icon, on the right-hand side, opens up more detail.

Clicking on ADD COMMENT button will open a dialogue box to allow free text comments to be added to the instruction.  How this is to be used is at the discretion of the organisation.

Note that, at the top of the dialogue box, there is an ‘EXPAND ALL’ button.  This will open up all of the top line categories and show any associated detail for each category.  An example is shown below.

Next, go to the Job Card Review step.

To do this, click on the down arrow on the right-hand side of the page.

This will show further options that are available (subject to user permission).  

The show the job review page, click on the icon shown in image and the following job review page will be shown.

The user can review the job card, updating certain data if required (e.g., VMU LOCATION, [JOB] TYPE, etc.)

If required, a PRO FORMA invoice can be created by click on the PRO FORMA button on the top right.

The user can SPLIT the job, which allows those parts of the job that have been completed to be invoiced and closed with other elements of the job card being used to create a new job card.  See SPLIT JOB CARD for further details.

Sign-off

To sign-off (and CLOSE) the job card, click on SIGN OFF. The user will be ask to confirm that he / she wishes to sign off the job card, invoice the job and close it.

On clicking YES, the job card is CLOSED.

The job card invoice is then shown.

If a PDF of the invoice is required, click on the PDF button on the top right-hand corner of the page.  If the invoice is to be printed, the PRINT icon is selected.

The job card is now CLOSED and INVOICED and if required, available for transfer of the financial details.