Review the whole agreed scope before marking a Job complete. Confirm what each Visit achieved, resolve active attendances and identify any remaining work or customer promise. Closing the Job should describe the work outcome accurately, not simply remove an item from the backlog.
Check scope and attendance together
A Job with several Visits may include an assessment, a partial service and a return. Read the outcomes together so the latest completed Visit does not hide an earlier unresolved task.
| Question | If unresolved |
|---|---|
| Has the agreed work been completed? | Keep the remaining scope visible |
| Are any Visits scheduled or in progress? | Review and resolve each attendance |
| Are notes clear enough to explain the outcome? | Add factual clarification |
| Was a customer update promised? | Assign and complete that communication |
| Is invoicing hand-off needed? | Prepare it after the completion decision |
Use the closure action for the right outcome
In Daylane, owners and schedulers can close Jobs. The completion action requires active Visits to be completed or cancelled first. If the application refuses closure, inspect the relevant attendance rather than assuming the message is administrative noise.
If the customer declines remaining work, record that decision clearly. Do not describe declined work as completed. Choose the Job outcome that accurately reflects the scope and the business's process.
Verify the saved result and next handover
After closing, check the Job's displayed status and history. If you prepare a Free Invoice App hand-off, review its copied fields separately; a completed Job is not proof that an invoice exists.
During the next backlog review, confirm the Job no longer appears as open work. Investigate discrepancies using the actual record rather than creating a duplicate Job to make a list look correct.
Sources and scope
An original operational guide from the Daylane team at Blu Mint Digital. Scenarios, durations and message wording are illustrative planning examples, not customer results or industry benchmarks. Product references were checked against the Daylane implementation on 5 September 2026. Adapt the workflow to your service, customer agreements and working conditions.
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