JobsiteOn

Create and Complete a Capture Work Order

Turn signed scope into assigned field work, satisfy the documentation gate, and attach completion evidence to an invoice.

Liam Chen
Written by Liam ChenUpdated over a week ago3 min readIntermediate

Create the field scope

Open a Capture Project and choose New work order. The five-step builder keeps customer scope, field controls, and assignment in one review:

  1. Select a fully signed or countersigned Capture Proposal. JobsiteOn copies its scope on the server so a browser cannot quietly change customer-approved work. Choose Manual scope only when the project has no signed proposal. A proposal-backed work order keeps the signed proposal's customer language. For manual scope, choose English or Spanish; the builder starts with the company's Capture customer-language setting.
  2. Add the checklists the crew must finish.
  3. Assign crew and a schedule. A project linked to a Job can use its appointment times. An unlinked project requires a manual schedule note and does not get dispatch or invoice hooks.
  4. Add safety and internal notes, then review the company acknowledgment, pricing, and documentation-gate rules.
  5. Create a draft, or create and assign when at least one crew member is selected.

Assigned changes create a new work-order version. Crew members acknowledge the current version, not an older copy. Open Version history to see the reason and field-by-field difference.

Complete scope and checklists

The work-order detail page shows the server-authoritative Completion gate. Required scope, checklist answers, and photo evidence remain listed until satisfied.

Photo-required items must link the required number of active Capture photos. Reopening a completed item requires a reason. If an item truly does not apply, choose Mark N/A, write the reason, and select an evidence photo. A reason without evidence does not bypass the gate. If that photo is later deleted or quarantined, the override becomes invalid and the gate reopens.

Use Block for field work that cannot continue and record the specific reason. Resume work returns it to in progress. Blocked work is escalated on the schedule defined by JobsiteOn.

Complete, countersign, and invoice

Complete stays disabled until the server gate passes. Completion locks an evidence snapshot and starts a customer-visible completion report in the background. You can leave the page while the report generates. The completion report, countersign page, dates, labels, and delivery copy inherit the work order's saved customer language.

When the report is ready, create a customer countersign link. The customer reviews the project, work order, completion date, and SHA-256 document hash, then types an electronic signature. Expired or replaced links reveal no project data; create a new link from the completed work order.

Choose Create invoice with evidence to carry both the work-order ID and immutable evidence set into invoice creation. The invoice preview confirms the evidence attachment before save. This action remains unavailable until the Capture Project is linked to a Job.

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