9 min guideUpdated August 2026App review required

Close a job and review performance

Reconcile accepted value, variations, labour, purchasing, supplier bills, invoicing and completion evidence before reading the result.

Best forOwner / Admin · Accounts · Project Management / Production
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open the job and confirm tasks, delivery or installation evidence and required documents are complete.
  2. In Financials, compare the accepted quote value and approved variations with the intended final scope.
  3. Reconcile timesheets and labour cost, open purchase orders, receipts and supplier bills.
  4. Reconcile issued invoices, payments, credits and any accounting-sync exceptions.
  5. Explain material variance using the source records rather than a headline margin alone.
  6. Move the job to the organisation's intentional completed or closed status and record any follow-up lesson.
  7. Use the result in reporting, pricing review or production planning without mixing provisional labour or unresolved spend into final confidence.

Good practice

Closing a job is a reconciliation gate, not a date change. Keep provisional labour, unbilled supplier cost and unresolved variation value visibly separate from the final result.

When you are finishedManagement can explain the final value, actual costs, remaining exceptions and the lesson to carry into future pricing or planning.

Before you begin

  • Operational work is complete or every remaining item is explicitly known.
  • Accounts and production can reconcile their source records.

Complete workflow

How the workflow moves

  1. 01
    Complete

    Finish tasks, field evidence and delivery obligations.

  2. 02
    Reconcile

    Check labour, purchases, receipts, bills, invoices and credits.

  3. 03
    Explain

    Compare accepted value with actual performance and identify causes.

  4. 04
    Close and learn

    Set the intentional final state and carry the evidence into reporting.

Screen reference

What you will see

SignBas3 job financials for a synthetic demonstration job
Read performance only after the accepted scope, variations, labour, purchasing, bills and invoices have been reconciled.

Screens show the synthetic BrightLine demonstration workspace. Your records, permissions and configuration will change the details you see.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.