Completion report and sign-off

How to open, download, print and send the completion report of a job, tag the photos it prints, and get it signed on a phone.

What it is for

The completion report is a PDF for one job. It shows what was reported, what was fixed and proven by photo, what was not your responsibility, and what others damaged after you finished. It is the evidence you hand over when a job is finished or when payment is questioned.

The report has no number. It is built fresh from the job's current records every time you open it. The one copy that does not change is the one saved when somebody signs off.

Who can use it

The completion report is part of the optional snags feature. It shows only while Snags, damage reports and completion report is switched on for the company. See Snags and damage.

Open the report

From the job page:

1. Open the job's view page. On the Jobs list, open the job's ⋮ menu and choose View. The button is not on the edit page.
2. Click the Completion report button at the top.
3. Choose Completion report in the menu.

From the Jobs list:

1. Find the job.
2. Open its ⋮ menu and choose Completion report.

A window opens with the PDF, built at that moment from the job's snags, damage reports, photos and sign-off. Click Close when you are done.

Download the report

1. On the job's view page click Completion report, or open the job's ⋮ menu on the Jobs list.
2. Choose Download report.

The file is a PDF named "completion-report", then the job title (in small letters with hyphens, cut to 40 characters), then today's date as year, month, day.

Print the report

1. On the job's view page click Completion report, or open the job's ⋮ menu on the Jobs list.
2. Choose Print report.

The same PDF opens in a new browser tab. Print it from there.

In the books

The accountant, and an owner or admin who opens the books, reach the report of an invoice's job from the Client invoices list at /books.

1. Find the invoice.
2. Open its ⋮ menu.
3. Choose Completion report to see the PDF in a window, Download completion report to save it, or Print completion report to open it in a new tab.

It is the same report as in the office, built at that moment from the job of the invoice. The three actions show only while the snags feature is switched on.

Get a sign-off

Do this on site, on a phone or tablet, with the person who is accepting the work.

1. Open the job's view page on the phone.
2. Click Completion report, then Get sign-off. On the Jobs list it is in the job's ⋮ menu.
3. The window Sign off this job opens. Hand the phone over.
4. The person types their Name.
5. They can add their Role / company.
6. They sign in the Signature box with a finger. Clear wipes the box to start again.
7. Click Save sign-off.

You see "Signed off by" and the name. The signature, name and time now print on the completion report. A copy of the report as it stood at that moment is saved on the job.

Sign-off fields

• Name: who is signing. Required, up to 255 characters.
• Role / company: for example "Site manager, ABC Construction". Optional, up to 255 characters.
• Signature: required. Drawn with a finger on a phone, or with the mouse on a computer. The line under the box says "Sign in the box with your finger." until something is drawn, then "Signed."

Tag completion photos

Completion photos are photos of the finished work. Only tagged photos are printed in the Completion photos part of the report.

When uploading:

1. Open the job and go to Photos.
2. Click Add photos.
3. Add the photos under Photos / videos.
4. Switch on Completion photos (finished work). It applies to every photo in this upload.
5. Click Save to job photos.

Crew can do the same when they add photos to a job in the crew app.

For a photo already on the job:

1. Open the job and go to Photos.
2. Open the photo's ⋮ menu.
3. Choose Tag as completion photo. To take the tag off, choose Untag completion photo.

You see "Tagged as a completion photo" or "Completion tag removed". Tagging an existing photo is done in the office screens only. Only pictures can be tagged this way, not videos. A video uploaded with the switch on is not printed on the report.

Send the report with an invoice

When you send an invoice for a job, the send window can show a tick box Attach completion report. It appears only when the job has at least one snag, damage report or sign-off.

1. Start sending the invoice as usual.
2. Tick Attach completion report.
3. Send.

The report is added as a second PDF on every copy sent from that window. The box is off unless you tick it. The report is built when the email goes out.

What is on the report

The report is A4, with your company logo and name at the top (the trading name, or the legal name when there is no trading name). Dates and times follow your company's date format and time zone, in numbers: "23/10/2026" for a company that writes the day first.

Header and details

• The title "Completion report", the date and time it was generated, and the job title.
• Contractor: your company's legal name, address, phone and email.
• Client: the client's name and address, or "No client on file".
• Site: the site name and address, or "No site on file".
• Job: the title, the job status, and the working days from first to last with the number of days, or "Not scheduled".

Summary

One line that counts everything, for example "5 snags: 3 closed, 1 fixed awaiting check, 1 open; 1 damage report." Snags marked not ours are counted as "not ours". With nothing recorded it reads "No snags recorded; no damage reports." Under it, the sign-off: the name, the role in brackets ("no role given" when it was left empty) and the time, or "Not signed".

Completion photos

The job's tagged completion photos, three across, each with its date and caption. If there are none, the report says "No completion photos tagged on this job."

Snags

Every snag in number order, except those marked not ours. Each shows:

• Its status, number and title.
• Location, Source (with the main contractor's reference), and Reported (date and by whom).
• Fixed and Closed, each with the date and the person, once they apply.
• Notes.
• The Before and After photos side by side. "No photo" is printed where there is none.

If the job has no snags, the report says "No snags recorded."

Not our responsibility

Every snag or damage report marked Not ours. Each shows the location, when and by whom it was reported with the source in brackets, the Reason you gave, when and by whom it was decided, and the photos of the issue. Photos of a fix are not printed here. If there are none, the report says "Nothing was recorded as outside our responsibility."

Damage by others after completion

Every damage report, except those marked not ours. Each shows:

• Caused by and Discovered.
• Location.
• Chargeable: "Yes - to be charged to the party responsible" or "No".
• Repair estimate: the estimate number, "draft" while it has no number, or "None raised".
• Repaired, with the date and the person, once it is fixed.
• Notes.
• The Damage and After repair photos side by side.

If there are none, the report says "No damage by others recorded."

Sign-off

The name, role, signature and the time of signing. If nobody has signed, it says "Not signed" and "No handover sign-off has been captured for this job."

The last line of the report says it was generated from live job records by your company, and when, and that the photographs are the contractor's own site records.

Snags that were archived or deleted are not on the report.

What happens after

• The report keeps following the job. If you add a snag or close one tomorrow, tomorrow's report shows it.
• A sign-off does not lock the job and does not change the job's status. Snags can still be added and changed.
• Nobody is notified when a sign-off is saved. There is no email and no bell.

The signed copy

Each sign-off saves the report exactly as it was at that moment. You find it on the job under Drawings, titled "Completion report signed" with the date. This copy never changes, so it shows what the person actually signed.

A job can be signed off more than once, for example after a second visit. Earlier sign-offs are kept and each has its own signed copy. The live report prints the latest sign-off.

Under Settings, Storage, the signed report and the completion photos are marked as locked evidence. Deleting one asks for an extra confirmation.

Common mistakes