PR-2283 · Live
Closeout Craft
When a job is completed, the technician's data syncs to a customer-facing job closeout portal automatically. A PDF work receipt is generated, made accessible in the portal, and attached to a closeout notification sent to the customer.
The promise
The customer knows the job is done, has the receipt in hand, and can see everything in the portal before anyone in the office touches the record.
How it works
The path from input to value.
- 01
Job completion data syncs to the portal
When the technician marks the job complete, the completion data syncs automatically to the customer's job closeout portal.
- 02
A PDF work receipt is generated
A PDF receipt is built from the job completion data, including the configured fields the Service Manager has set up, and made available inside the portal immediately.
- 03
A closeout notification goes to the customer
The customer receives a closeout notification via the configured communication method with the PDF receipt attached.
The day before. The day after.
Same moments. Lived differently.
Tech marks a job complete in the field. Nothing goes to the customer until the office processes the invoice.
3:00 PMTech marks the job complete. CloseoutCraft syncs the data, generates the PDF receipt, and sends the closeout notification to the customer. All before the tech reaches the next stop.
3:00 PMBefore
Tech marks a job complete in the field. Nothing goes to the customer until the office processes the invoice.
After
Tech marks the job complete. CloseoutCraft syncs the data, generates the PDF receipt, and sends the closeout notification to the customer. All before the tech reaches the next stop.
Office generates the invoice and prepares the work summary. Customer has heard nothing since the tech left.
4:00 PMCustomer receives the closeout notification with the receipt attached. Job documented, customer informed. No office action required.
4:00 PMBefore
Office generates the invoice and prepares the work summary. Customer has heard nothing since the tech left.
After
Customer receives the closeout notification with the receipt attached. Job documented, customer informed. No office action required.
Closeout email sent manually with a PDF attached. Customer asks for a copy of the receipt for their records. Another manual step.
4:30 PMInvoice generated from the job record already in the system. No manual document prep needed.
4:30 PMBefore
Closeout email sent manually with a PDF attached. Customer asks for a copy of the receipt for their records. Another manual step.
After
Invoice generated from the job record already in the system. No manual document prep needed.
Customer calls asking what was done on the visit. Office has to pull the job record and relay the details.
9:00 AMCustomer calls with a question. The closeout portal has the full record. The customer can see it too.
9:00 AMBefore
Customer calls asking what was done on the visit. Office has to pull the job record and relay the details.
After
Customer calls with a question. The closeout portal has the full record. The customer can see it too.
What it doesn’t do
The edges we drew on purpose.
A product that tries to do everything ends up doing nothing well. Here’s what we left out, and why we don’t feel bad about it.
- ×Does not generate the invoice
- ×Does not collect payment or process transactions through the portal.
- ×Does not handle customer responses or questions submitted through the portal.
- ×Does not replace the FSM job record