Record completed work
Create and send a notice of work complete from an issued termite report.
Open Jobs, select the termite job, then choose Create document → Create notice of work complete. Notices are prepared on web.
At least one report must be issued. A notice records work outcomes; it does not settle invoices or record client approval.
Choose the source
| Choice | Starts with |
|---|---|
| Link work authorization | Work from an exact issued report. The source may be approved, declined, or still awaiting a decision. |
| Blank notice | An exact issued report and empty fields for manual work text. |
Choose the report or authorization when several are available. A linked source with an unfinished notice offers Continue. You can have one unfinished notice for each linked authorization.
Review the cover
Open Cover. Check the property, registration and escrow numbers, people, Date of completion, and Recipients. Changes belong to this notice; they do not rewrite the source report.
Record the outcome
In Work outcomes, choose an outcome for each active item.
| Choice | Printed result |
|---|---|
| Complete | Records that work as completed. |
| Complete primary / Complete secondary | Chooses the completed alternative for unsigned work with two recommendations. |
| Not complete | Records that work as not completed. |
| Exclude from this notice | Omits the work from both outcome sections and lists its code as excluded in Remarks. |
Use the details button to inspect the source finding, price, and photos. Signed-scope notices show approved work first; Not authorized work can only be marked not complete or excluded.
For unsigned secondary work, Requested by is optional. Excluding work does not cancel approval or change billing.
Enter work manually
Select Enter manually for text fields: Completed work, Secondary work completed, and Work not completed. Enter text in at least one.
The first switch copies the current generated text. Later switches restore your saved manual wording. Use work authorization returns to the saved item choices. Only the active mode prints.
Enter costs and sign
Under Costs, enter Completed work, Inspection fee, and Other, including zero when appropriate. Est. cost of unfinished work is optional.
Add the company representative's Signature. Edits save automatically; keep the draft open and retry if saving fails.
Add remarks
Open Remarks and select saved wording. Drag selected remarks into print order, or remove a remark from this notice. View all remarks opens the company defaults.
Select Enter manually to edit the full text. The first switch copies your selected remarks; later switches restore your manual draft. Use saved remarks returns to the saved choices. Only the active mode prints. Keep remarks within 10,000 characters.
The notice keeps its own copies. Changes to company remarks do not rewrite them. Finish the notice after checking its preview.
Finish and send
Select Finish notice. Complete any highlighted issues, review the total, and choose Send email to recipients now.
- Email on: review To, Cc, and Subject, then select Finish & send.
- Email off: select Finish notice. You can send it later.
The finished notice is fixed. Its email includes the notice and the exact source inspection report.
Return to a notice
Open it from the job's Documents. Finished notices offer Download and Send notice. For delivery history or retries, use Job Emails.
An unfinished, unlocked notice can be removed with Delete draft. Finished notices cannot be edited or deleted. To document later work, create another notice from the right report.
Invoice approved work separately through Billing.