Mark a visit done or skipped
Tick off each visit of a repeating or multi-visit job as done or skipped. The job completes itself after its last visit.
- Who can do this
- The account owner, and people with the Edit jobs & status permission
On a job that repeats or has more than one visit, each visit is finished on its own. A job with a single visit uses the job buttons instead. See Start, complete or cancel a job.
- Step 1: Open the job and find the visit in the Visits card, or click the visit on the calendar.
- Step 2: Click Done when the work is finished.
- Step 3: If it didn't happen, click Skip, pick a reason, and click Skip visit. The reasons are Weather, Customer asked, Not needed and Other. With Other you can type what happened.
When the job's repeat bills for each visit, Done first tells you what will happen: an invoice emailed with a pay link, a draft invoice if the customer has no email on file, or a charge to their saved card or bank account with autopay. Confirm with Done & send invoice, Done & create invoice, or Done & charge followed by the amount. A skipped visit is never billed.
Finished visits fold away under Past visits on the job page. When the last open visit is done or skipped, and no more repeats are coming, the job is marked complete.
Tip: Marked the wrong one? Click Reopen on the visit. A visit that already has its own invoice can't be reopened until that invoice is voided.
Good to know: If billing fails, the visit still counts as done. Click Bill now on it to try again. Bill now needs the Send invoices & reminders permission.