Marking Services Complete and Incomplete

Marking services complete is how you record that deliveries have been fulfilled. This updates the system, notifies customers, and keeps your delivery tracking accurate. This is one of your most frequent daily actions.

This guide explains how to mark services complete (and incomplete if needed) efficiently and accurately.

Overview: Why Mark Services Complete

Marking complete serves multiple purposes:

For you:

• ✅ Records service delivery in system

• ✅ Removes from active work list

• ✅ Tracks productivity (Total Completed count)

• ✅ Maintains accurate delivery status

• ✅ Provides proof of service delivery

For customers:

• ✅ Receives completion notification

• ✅ Knows service was done

• ✅ Creates service history record

• ✅ Peace of mind confirmation

For business:

• ✅ Accurate delivery records

• ✅ Performance metrics

• ✅ Dispute protection

• ✅ Quality tracking

The rule: Always mark services complete after delivering them. Don't leave completed services unmarked.

What Happens When You Mark Complete

Immediate effects:

1. Status changes: Service Due (yellow) or Overdue (red) → Completed (green)

2. Notes update: Shows "Marked as complete on [date]"

3. Customer notification: Email sent automatically confirming service completion

5. List updates: Service moves from active to completed in Delivery menu

6. Metrics update:

   • Services Due count decreases (if was Service Due)

   • Overdue Services count decreases (if was Overdue)

   • Total Completed count increases

7. Activity log: Completion recorded in Activity tab

Two Ways to Mark Complete

You can mark services complete from two locations:

1. From Delivery Menu (Global View)

Best for:

• Daily batch operations

• Completing multiple services at once

• Route-based completion

• Overall delivery management

Access: Main navigation → Delivery

2. From Customer Delivery Tab

Best for:

• Individual customer context

• When already on customer page

• Single service completion

• Customer-specific workflow

Access: Customers → Select customer → Delivery tab

✍️ TIP: Most operators use Delivery menu for daily operations and customer Delivery tab when investigating specific customer issues.

Marking Complete: Individual Service

From Delivery Menu

Step-by-step process:

1. Navigate to Delivery menu

   • Click Delivery in main navigation

   • See list of all deliveries
     
     

2. Find the service to mark complete

   • Search by customer name or service

   • Filter by date or status

   • Visually scan list
     
     

3. Click three-dot menu (⋯)

   • Located on far right of delivery row

   • Menu appears with action options
     
     

4. Select "Service complete" (with checkmark icon)

   • Click the option

   • Action processes immediately

5. Verify completion

   • Success message appears: "Delivery marked as completed successfully"

   • Status badge changes to Completed (green)

   • Notes update to show completion date

   • Service moves in list

When available: Only for Service Due or Overdue deliveries

Not available for: Already Completed or Canceled items

From Customer Delivery Tab

Step-by-step process:

1. Navigate to customer

   • Customers menu → Select customer

   • Or click customer name in Delivery menu
     
     

2. Open Delivery tab

   • Click Delivery tab in customer detail

   • See that customer's deliveries only
     
     

3. Find the service to mark complete

   • Scroll through customer's delivery list

   • Identify specific service

4. Click three-dot menu (⋯)

   • On the right of delivery row

   • Action menu appears

5. Select "Service complete"

   • Click the option

   • Action processes

6. Verify completion

   • Success message

   • Status updates

   • Same effects as Delivery menu completion

Same functionality: Works identically to Delivery menu, just scoped to one customer

Bulk Marking Complete: Multiple Services

Bulk completion lets you mark multiple services complete at once—a huge time-saver for batch operations.

When to Use Bulk Completion

✅ After completing route: Completed 5+ services, mark all at once

✅ End of day processing: Batch mark all day's completions

✅ Area-based completion: Finished neighborhood, mark all together

✅ Efficiency: Faster than individual marking

✅ Mixed statuses OK: Select everything from route including already-finished items—system filters automatically

How Bulk Completion Works

Available: Only in Delivery menu (not in customer Delivery tab)

Smart filtering: System automatically processes only completable items (Service Due or Overdue), ignoring Canceled and already-Completed selections

Process:

1. Select deliveries using checkboxes

2. Click Mark as Complete button

3. Confirm in modal

4. All completable items marked simultaneously

Bulk Completion: Step-by-Step

Step 1: Navigate to Delivery menu

• Main navigation → Delivery

• See full delivery list

Step 2: Select deliveries

• Click checkbox next to each delivery to mark complete

• Can select across different customers

• Can mix Service Due and Overdue

• Can include Canceled and Completed (system will ignore these)

• Selection counter appears: "X schedules selected"

Step 3: Action buttons appear

Buttons shown depend on what you selected:

If you selected only completable items (Service Due/Overdue):

• Export (black button)

• Mark as Complete (black button)

• Unselect (red button)

If you selected only finished items (Canceled/Completed):

• Export 

• Unselect 

• NO Mark as Complete button

If you selected mixed statuses:

• Export

• Mark as Complete - will only mark completable ones

• Unselect 

Step 4: Click Mark as Complete

• Black button in top-right

• Confirmation modal appears

Step 5: Review confirmation modal

Modal shows:

• Header: "Mark as Complete"

• Message: "Are you sure you would like to mark X deliveries as complete?"

• X = count of completable items only (Service Due + Overdue)

• Does NOT count Canceled or Completed items

• Buttons: Cancel, No, Yes

Important: The number shown is ONLY completable items, even if you selected more

Example:

Selected 5 deliveries:

- 3 Service Due ✓

- 1 Canceled ✗

- 1 Completed ✗

Modal shows: "Mark 3 deliveries as complete?"

(Only the 3 Service Due items)

Step 6: Click Yes to confirm

• All completable selected deliveries marked complete

• Canceled and Completed selections unchanged

• Modal closes

Step 7: Verify success

• Success message may appear

• Selected completable items now show Completed (green)

• Notes updated with completion date (same for all)

• Previously Canceled/Completed items unchanged

• Selection cleared

Marking Services Incomplete

Mark incomplete reverses a completion—essentially an "undo" for marking complete.

When to Mark Incomplete

Common scenarios:

✅ Marked wrong service by mistake:

• Selected wrong row

• Clicked wrong checkbox in bulk

• Immediately noticed error

✅ Marked before actually completing:

• Accidentally clicked

• Marked in planning mode

• Service not actually done yet

✅ Need to redo service:

• Quality didn't meet standards

• Customer unhappy with result

• Need to return and fix

✅ Completion recorded in error:

• System glitch

• Someone else marked by mistake

• Wrong service marked

Use sparingly: Mark incomplete should be rare exception, not regular occurrence

How to Mark Incomplete

Available: Only for Completed (green) deliveries

From Delivery menu or customer Delivery tab:

1. Find the completed service

   • Look for Completed (green) status

   • May need to filter to show completed items

2. Click three-dot menu (⋯)

   • Action menu appears

3. Select "Mark incomplete" (with return arrow icon)

   • Option appears for completed items only

   • Click to reverse completion

4. Status reverts

   • Completed → Service Due (if still within due date)

   • Completed → Overdue (if past due date)

   • Notes: Completion note removed

   • Returns to active delivery list

No confirmation modal: Action happens immediately (can mark complete again if error)

What Happens When Marked Incomplete

Immediate effects:

1. Status changes: Completed (green) → Service Due (yellow) or Overdue (red)

2. Notes update: "Marked as complete on [date]" removed, returns to "–"

3. Customer notification: May or may not notify customer (depends on system settings)

4. List updates: Returns to active delivery list

5. Metrics update:

   • Total Completed count decreases

   • Services Due or Overdue count increases

6. Can complete again: Service now available to mark complete properly

Summary

Marking complete is essential:

• Records service delivery

• Notifies customers

• Updates metrics

• Maintains accuracy

Two ways to mark:

• Individual: Three-dot menu → Service complete

• Bulk: Select multiple → Mark as Complete button

Where to mark:

• Delivery menu (global view) - recommended for daily operations

• Customer Delivery tab - for customer-specific context

Bulk completion benefits:

• Mark multiple at once

• Smart filtering (only completable items)

• Mixed status selection OK

• Major time-saver

When to mark:

• ✅ Best: Immediately after service

• ✅ Good: Same day as service

• ❌ Bad: Next day or later

Mark incomplete:

• Reverses completion

• Use for errors only

• Use sparingly

• Can re-mark complete after

Best practices:

• Mark only actually completed services

• Verify before bulk confirming

• Build into daily routine

• Use mobile access for real-time

• Review daily for missed markings

Key principle: Accurate, timely completion marking keeps your delivery tracking reliable and your customers informed.