What this page is for
Action required lists finished jobs that are not closed yet. Nothing should wait here for long. Open it from Jobs, then the Action required tab. The number in the menu is how many jobs are waiting.
Screenshot: The Action required page in Trade Sure
Do the common things
Invoice a finished job
- Open Jobs, then Action required.
- Find the job. Click Create invoice.
- Check the lines and send the invoice.
Book a follow-up visit
- Find the job and click Book follow-up.
- Choose the engineer, day and time.
- The job leaves the list when the follow-up is booked.
Close a job with no invoice
- Find the job. This is for free work, warranty work or jobs billed another way.
- Click Close without invoice.
See why a job is here
Each row says why. The common reasons:
- The job is finished and has no invoice.
- An engineer ticked Follow-up needed on the phone.
- A visit was finished but the job was never completed.
What the reasons mean
- Needs invoice: work is done and nothing has been billed.
- Follow-up needed: an engineer asked for another visit.
If something looks wrong
- A job stays on the list after you invoiced it: open the job and check the invoice is not still a draft.
- The count in the menu is different from the list: reload the page.