Missing job card answers, sent back to the engineer

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.

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.

What your job management system does

1. Sends its usual automated alert when an engineer completes a job.

What Build Concierge does

1. Picks up the job completed alert.
2. Identifies the job and the engineer who attended.
3. Finds the original job in your job management system.
4. 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

1. Opens the task in the system they already use every day.
2. Adds the missing answers, wherever they are.

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.

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.

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.

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.