Mark a job complete

Overview

Marking a job complete closes the work and moves it to Ready to be invoiced. As a Sole Trader you finalise your own jobs — there is no Supervisor handoff. Before completing, review the job — internal notes, photos, materials usage, linked quotes — so the record is accurate.

Who This Workflow Is For

The Sole Trader role.

Before You Start

All shifts on the job must be marked complete first — open each shift card and select Mark Complete before completing the overall job. The site work should be done — clocked in/out, photos uploaded, materials usage confirmed. Check the job for outstanding to-dos or notes that need actioning. Decide whether to use Invoice & complete or Complete without invoicing.

Step-by-Step Process

1. In the left sidebar, select Jobs.
2. Find the job ready for completion.
3. Open the job and review:
   • Internal notes and any open items.
   • Photos.
   • Materials used.
   • Linked quotes and totals.
4. If the job has linked quotes that have not yet been invoiced, MyApprentice opens the Uninvoiced quotes dialog. Decide on the completion path:
   • Invoice & complete. Finalise the job and create the invoice in one action.
   • Complete without invoicing. Finalise the job now; the invoice is raised later from the Invoices page.
5. Select Mark complete (or the equivalent button).
6. Confirm material usage and any review questions.
7. The job status updates to Completed. Ready to be invoiced is called out in attention items.

What Happens Next

The job drops out of the active Jobs list. Raise the invoice — see Create and send the invoice. Once Xero is connected, push the invoice to Xero.

To reopen a completed job, open Jobs, set the status filter to Completed, open the job, edit the status back to an active status, and save. MyApprentice does not have a Pause status.

Common Issues

• Completed job hidden. Use the Completed status filter.
• Cannot pause a job. No Pause status — reopen to an active status or reschedule.
• Invoice creation paused. If you used Complete without invoicing, the job sits in Ready to be invoiced until you raise the invoice.

Related Guides

• Create a job once the quote is accepted
• Create a job manually
• Do the work and record it
• Create and send the invoice
• Push an invoice to Xero