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On-Site Work Day-to-Day

Mark the shift complete

Who can do this?

  • Learning the Ropes · Apprentices
  • The Boss · Business Owners
  • One-Person Show · Sole Traders
  • The Foreman · Supervisors
  • On the Tools · Tradies

Overview

Marking the shift complete is your signal that the on-site work for this visit is finished — Shift To-Do’s ticked, photos uploaded, notes added, time recorded. Your Supervisor or Business Owner finalises the job overall (you cannot finalise the whole job as a Tradie — your role here is to indicate your part of the work is done).

Who This Workflow Is For

The Tradie role on their own assigned shifts. Apprentices follow the same process. The Supervisor or Business Owner finalises the job once all visits are done.

Before You Start

Confirm you have:

Step-by-Step Process

  1. Open the shift card from the Dashboard schedule stream.
  2. Confirm the Shift To-Do’s are ticked as far as the work allows.
  3. Confirm any photos and notes have been saved.
  4. Select Clock out if you have not already.
  5. Select Mark shift complete (or the equivalent button on the shift card) where shown.
  6. Confirm the action. The shift status updates to reflect that your part of the work is done.

What Happens Next

The shift moves out of your active view. The office team sees the shift completed and the job moves forward. If this was the only shift on the job, the Supervisor or Business Owner can finalise the job and trigger invoicing. If more shifts are needed (a return visit, follow-up work), the Supervisor schedules them.

If the work could not be completed at this visit, do not mark the shift complete — instead see What to do when your work could not be completed.

Common Issues

  • Cannot mark the shift complete. Confirm you have clocked out. Some Shift To-Do’s may need ticking first.
  • Shift status did not update. Refresh the Dashboard. If the issue persists, ask your Supervisor.
  • Marked complete by mistake. Tell your Supervisor — they can reopen the shift if needed.
  • Job not closed. That is intentional — finalising the job is your Supervisor’s or Business Owner’s action; you only mark the shift complete.

Related in On-Site Work

See this in other guide types