Close a job

Closing a job moves it out of your active work list and into the right Completed stage so billing and reporting stay clean. Use this when the work is finished — whether or not you still need to invoice.

Before you start

• You need permission to edit jobs. Marking a job Non-Billable requires the Mark jobs as no-invoice permission.
• Check that all time entries and costs for the job have been logged.
• If you read Understand job completion stages first, the choices below will make more sense.

Mark the job Completed

1. Open Jobs.
2. Click the status chip on the job row (or open the job and use the Status control).
3. Pick Completed. AtomicSam resolves the right stage automatically — usually Ready to Invoice if there's unbilled work.

Pick a stage explicitly

Override the auto-resolved stage when you know the outcome up front:

Pick	When
Ready to Invoice	Work is finished and you still need to bill.
Non-Billable	Warranty, internal, or a write-off — you won't be invoicing.
Closed	Fully settled outside AtomicSam and you want the job out of the queue.

💡 Tip: Use bulk update from the Jobs list to close several jobs into the same stage in one go.

The 21-day grace period

For 21 days after the job is marked Completed, staff can still add or correct time entries against it. After that, time and cost entry is locked. This catches late timesheets without leaving Completed jobs open forever.

Reopen a job

1. Filter the Jobs list to show Completed jobs.
2. Click the status chip and pick Active.
3. If the job already has invoices, confirm the prompt. Reopening clears the completion stage and unlocks time and cost entry.

⚠️ Heads up: Reopening doesn't void invoices. Fix billing mistakes by editing or crediting the invoice separately.

Good to know

• You can't delete a job — closing or cancelling is the correct way to remove it from active work.
• Every status and stage change is logged with the user, timestamp, and old/new values.
• Recurring jobs stop generating new instances once the parent job is closed.

What's next

• Understand job completion stages
• Track job profitability

Reading the Jobs table

Completed jobs show a small icon in the status column instead of a text label — hover for the stage name and meaning:

• Document icon → Ready to Invoice
• Crossed-circle icon → Non-Billable
• Tick icon → Closed

Click any chip (icon or text) to change the stage inline.

Filter: Work in Progress

The Work in Progress button on the Jobs filter bar combines Active jobs and Completed → Ready to Invoice jobs in one view — everything that still needs work or billing attention. Use it as your daily "what's left on my plate" list.

Why you can't jump straight to Closed

You can only set a job to Closed once it has a settled (non-void) invoice covering it. If the job has no invoices, the inline picker blocks the change and offers Non-Billable instead — the correct stage for warranty, internal, or written-off work. This keeps the Closed stage meaningful: it always means "billed and done".