Missing job card answers, sent back to the engineer
When a job is completed, Build Concierge sends the engineer who attended a follow-up task to fill in any blank job card questions, so your office spends less time chasing.
Incomplete job cards, completed by the person best placed to fix them.
When a job is completed, Build Concierge picks up your job management system's completion alert and sends the engineer who attended a follow-up task to complete any worksheet questions left blank.
The gaps go straight back to the person who knows the job, so your office spends less time chasing and completed jobs can move on to sign-off and invoicing sooner.
What is automated job card follow-up?
Automated job card follow-up is a Build Concierge workflow for service businesses that rely on complete job cards for quality, compliance and invoicing.
It starts with something your job management system already does: sending an automated alert when a job is completed.
Build Concierge picks up that alert, identifies the job and the engineer who attended, then creates a follow-up task asking them to complete any worksheet questions left blank.
Where the information was captured during the visit, the engineer can add it from wherever they are, without returning to site.
The chase that starts after every gap
Your office opens a completed job card and spots three unanswered worksheet questions. The job can't be signed off, and it can't be invoiced.
Then the chasing starts.
Who attended? What's their number? A call goes unanswered, so a text follows. A few days later, someone has to check whether it was ever resolved.
Spotting the gap took two minutes. Closing it can take days.
And while it stays open, the job sits waiting, holding up your records, sign-off and revenue.
How automated job card follow-up works
What your job management system does
- Sends its usual automated alert when an engineer completes a job.
What Build Concierge does
- Picks up the job completed alert.
- Identifies the job and the engineer who attended.
- Finds the original job in your job management system.
- Creates a follow-up task for that engineer, linked to the same customer and job group, asking them to complete any worksheet questions left blank.
What your engineer does
- Opens the task in the system they already use every day.
- Adds the missing answers, wherever they are.
What this looks like in practice
Illustrative example only, based on a fictional service visit.
At 4.45pm on Monday, an engineer completes a service visit. The work is done, but three worksheet questions have been left blank: the time they left site, the parts used and whether the customer was shown how to use their new controls.
As the job is completed, your job management system sends its usual job completed alert. Build Concierge picks it up and creates a follow-up task for the engineer, linked to the same customer.
The engineer adds the three answers before their first job on Tuesday.
By the time the office starts its checks, the job card is complete and ready for sign-off, without a single phone call.
Set up around the way you work
The workflow uses the alerts your job management system already sends. During set-up, we agree:
- Which completed jobs are covered: the job types included in your job completed alert.
- What the engineer receives: the task type and the wording of the instructions.
- How it links back: which customer and job details carry across to the follow-up task.
- Who is kept informed: whether the office or managers are notified when a task is created.
Getting set up
Step 1: Talk to us
Walk us through how your team checks completed job cards today and what happens when a gap is found.
Step 2: We build it with you
We connect the workflow to your job completed alert and configure the follow-up task your engineers receive.
Step 3: Test it live
Run it on real completed jobs, check tasks reach the right engineers and refine the wording before it goes live.
What changes for your business
Finding gaps
Before: Your office reads each completed job card to spot blank questions.
- Now: The job completed alert starts the follow-up automatically.
Chasing
Before: Calls and texts to engineers about jobs they did days ago.
- Now: One clear task for the engineer who attended.
Your engineers
Before: Fill in missing answers when someone finally reaches them.
- Now: Add them while the visit is still fresh.
Your job cards
Before: Sit incomplete while the chasing goes on.
- Now: Are completed sooner and ready for sign-off.
Your records
Before: Rely on memory to show what was requested.
- Now: Show each request against the job.
Your engineers still own the job card. Build Concierge sends the gaps straight back to them.
Is this right for your business?
This workflow is designed for businesses that:
- Rely on worksheet answers for compliance records and invoicing
- Spend office time chasing engineers for missing information
- Want job cards completed while the visit is still fresh
- Already receive automated alerts when jobs are completed
It works particularly well alongside automated worksheet checks, which can confirm exactly which questions are missing before the task is sent.
Recording, not re-testing
The follow-up task is for adding information the engineer already has. If a required check or test wasn't carried out during the visit, it should be rebooked rather than completed remotely.
Common Questions
The automated job completed alert your job management system already sends. No new process is needed.
Not where the information was captured during the visit. If a required check wasn't carried out, a return visit should be arranged as usual.
Yes. Combined with automated worksheet checks, follow-up tasks can be limited to job cards where answers are missing.
Yes. Each follow-up task is linked to the original job, so there is a clear record of what was asked and when.
Build Concierge connects with leading job management systems. Ask us about yours.
Make complete job cards the norm
Get in touch with the Build Concierge team and we’ll set it up around the way you work.
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