Field scenario: The job went well, but you found buried wire, did an extra 20 minutes of in-scope cleanup, and the customer asked about a second phase.
Why this matters
Closeout notes are how the office invoices, defends, follows up, and improves the operation.
Pass standard
The office has enough information to invoice and respond without chasing the crew.
- Upload completion photos, notes, hazards found, extra-work requests, customer feedback, damage concerns, and time/material details.
- Mark status accurately — active, needs follow-up, requires invoicing, or management review — based on the actual closeout state.
- Flag anything the office needs to know before the customer has to ask twice.
- Good notes are not paperwork. They are how Brushworks gets paid and avoids dumb repeat problems.
Operator checkpoints
Photos uploadedHazards notedCustomer feedback loggedExtra work request flaggedStatus updated
Common mistakes
- Writing only “done.”
- Failing to flag extra work requests.
- Not logging hazards found or customer feedback.
Document in Jobber
- Completion photos.
- Hazards found.
- Customer feedback, extra work requests, damage concerns, time/material notes, and status.
Field standard: If it is not documented, the office cannot defend it, invoice it, or improve it.