Closing and Reopening a Job

When all work is done, you can close a job in Swivl. Before closing, a checklist confirms all invoices, tasks, and payments are complete.

Overview

Closing a job marks it as fully complete in Swivl. Before you close, a checklist confirms all invoices are sent, tasks are done, and payments are collected so nothing slips through before the job is wrapped up.

Who can access this

Super Admin: can close any job.
Admin: can close any job.
Lead Technician: can close jobs they are assigned to as Job Lead.
Technician: cannot close jobs.

When can a job be closed?

A job can be closed when all tasks are completed. When ready:

A banner appears on the job detail page: "Everything looks good, would you like to close this job now?"
The Close Job button becomes available in the top-right of the job detail page.

If any tasks are still open or in progress, the Close Job button will not be available.

How to close a job

How to close a job
Go to Work Order → Jobs and open the job.
Click Close Job in the top-right.
Review and confirm the checklist:
- All invoices have been created and sent to the customer
- All tasks, estimates, and media have been completed and sent
- All invoices are fully paid by the customer
Click Close Job to confirm or Keep Open to go back.

What happens when a job is closed

The job status changes to Closed.
Tasks, invoices, and estimates remain viewable but cannot be modified.
A Re-Open Job button appears in the top-right if you need to reopen it.

Reopening a closed job

Open the closed job's detail page.
Click Re-Open Job in the top-right.
The job returns to Open status you can resume editing, adding tasks, and creating invoices.

Tips

All three checklist items must be confirmed before the Close Job button becomes active so nothing is overlooked before finalising.
Closing a job does not delete anything all tasks, invoices, and estimates are preserved for reporting and reference.
If you closed a job by mistake, click Re-Open Job to undo it there is no time limit on reopening.