How to Complete a Job and Record Unsuccessful Visits

In WorkNinja, jobs and visits have separate completion processes.

A job can contain multiple visits, and all visits must be completed before the job can be marked as complete.

Visit completion is managed through the WorkNinja mobile app and dashboard.

1. Understanding Job and Visit Completion

Each job contains at least one visit.

If a job has multiple visits, the job will remain open while outstanding visits still need to be completed.

Once all the visits have been completed, the job can be marked as complete.

2. Record an Unsuccessful Visit

Not every appointment can be completed successfully.

For example, a technician may arrive at a property and discover that the customer isn't available, the site cannot be accessed or additional parts are needed.

WorkNinja allows technicians to record an unsuccessful visit rather than marking the work as successfully completed.

When recording a visit as unsuccessful, you can select the reason it couldn't be completed.

Available reasons include:

• Unable to access site

• Customer contact unavailable

• Customer cancelled

• Customer refused work

• Parts or materials required

• Unable to diagnose or resolve the issue

• Unsafe to proceed

• Weather or site conditions

• Other

3. Add Photos and Notes

When recording an unsuccessful visit, you can also upload supporting information.

This includes:

Photos

Add photographs that help explain why the work couldn't be completed.

Additional Notes

Provide further details about what happened during the visit and any follow-up work that may be required.

This information helps your office team understand why the appointment was unsuccessful.

4. Keep a Job Open After an Unsuccessful Visit

If you mark the final visit of a job as unsuccessful, WorkNinja will ask whether you'd like to:

• Keep Job Open

• Complete Job

Keep Job Open

Choose this option when additional work or another appointment is required.

The job will remain open, allowing your office team to create and schedule another visit.

Complete Job

Choose this option if no further work is required and you want to close the job, even though the final visit was unsuccessful.

For example, if a customer has cancelled the work entirely, you may decide that the job should be closed.

5. Schedule a Follow-Up Visit

If you decide to keep the job open:

1. Open the relevant job from your dashboard.

2. Scroll to the Visits table.

3. Click Create Visit.

4. Locate the new visit in the table.

5. Click Schedule Now to arrange another appointment.

This allows you to retain the original visit history while organising any necessary follow-up work.