🧾 Job Done Right: Review, Record, Report—All in One Place

🧠 Why This Matters

Once a job is completed in the Crew App, it doesn’t just disappear—it hands off critical data to the office. Closing the job properly ensures all income, payments, waivers, photos, payroll, and internal notes sync up in one place so your back office can handle invoicing, reporting, and customer follow-ups without delays or missing info.

✅ What’s Included

Here’s what you’ll confirm or complete when closing a job:

• 🔍 Search and open the completed Work Order from the Operations > Work Orders screen
• 🧾 Review charges and payment details from the Crew App under the INCOME tab
• 💸 Record any additional expenses under the EXPENSES tab
• 💬 View crew activity logs and supervisor notes in real time
• 📸 Access photos, pre-existing damages, and notes from the job
• ✅ Verify rating & review submitted from the Crew App
• 📄 Download and email the completed Bill of Lading (BOL) to the customer
• 📈 View job margins with a single click

🪜 Step-by-Step

1️⃣ Search for the Completed Work Order
Head to Operations > Work Orders, type in the customer name, and double-click the completed Work Order to open it.

2️⃣ Confirm All Charges
Go to the INCOME tab to review charges posted by the Crew App. Create an invoice if one isn’t already generated to automatically sync it with QuickBooks Online (Set it up under Settings > Integrations).

3️⃣ Add Any Expenses
Click the EXPENSES tab. Payroll is automatically pulled in from the Crew App, but you can manually add items like materials with cost, agent fees, or contractor costs using the pencil icons.

4️⃣ Review Logs & Notes
Use the LOGS, ACTIVITIES and NOTES tabs to review crew activity, track real-time updates, and view internal notes captured in the field.

5️⃣ Verify Payment and Tips
Check the PAYMENTS section on the right to confirm how the job was paid (cash, card, check, or ACH). This is automatically logged by the Crew App.

6️⃣ Check the Rating & Review
The internal rating left by the customer is visible under the RATING & REVIEW section on the right—this syncs directly with the CRM.

7️⃣ Email the Bill of Lading
If the customer needs the BOL, download it from the top-right corner and email it directly.

8️⃣ Click 'View Margins'
Get a snapshot of job profitability in seconds.

💡 Pro Tips

✅ Charges posted by the Crew App won’t sync with QuickBooks Products/Services unless an invoice is created—don’t skip that step if are connected to QuickBooks Online
✅ All Crew App activities, tips, and reviews sync instantly with the CRM, giving your back office full visibility
✅ Use the NOTES tab to leave a quick update if anything unusual happened during the job
✅ Reviewing job margins regularly can help you spot trends in underpriced or overstaffed jobs
✅ Photos taken in the Crew App can help settle disputes or claims later—make sure your crew is snapping them
✅ Have a manager check job logs weekly to spot payroll or billing issues early

🔍 Looking for similar updates? Try these search keywords:

#WorkOrderReview #JobClosing #MovegisticsCRM #CrewAppSync #PayrollTracking