Review a completed shift

Review is where a finished shift becomes something you can invoice. Until a shift has been through it, no billing batch can include it — so this is the step that decides what your client is charged for.

Completed shifts collect under Review. Open one and you get the whole shift on a single page: what was scheduled, who was there, what they answered, what went wrong, and what it will cost.

Check the summary

The summary shows what was planned — the scheduled start, the duration, and the order the shift came from.

Two statuses sit on every shift and it is worth keeping them apart:

• Operational status is what happened: Planned, In progress, Completed, or Cancelled.
• Billing status is where the money stands: Not billable, Pending review, Ready for billing, Blocked, Exported, or Billed.

A shift arrives in review as Completed and Pending review. Your job is to move the second one.

Check attendance

Attendance lists everyone assigned to the shift with their check-in and check-out times. A missing check-in shows as No check-in recorded rather than as zero hours — the difference matters when you are deciding whether to bill.

For each person you can approve, correct or reject:

• Approve accepts the times as submitted.
• Correct replaces them. You enter both a check-in and a check-out time, and the record keeps what was originally submitted alongside your correction, marked (corrected).
• Reject refuses the record. A note explaining why is required.

Corrections are visible, not silent. Anyone reading the shift later sees both the original and the change, and who made it.

Read the checklist answers

Checklist shows the items for this shift and how many were answered, as answered/total. Anything untouched shows as Not answered.

An unanswered item is not automatically a problem — but it is the cheapest question to ask while the coworker still remembers the visit.

Resolve the deviations

Deviations are the problems the field team reported, with their photos and descriptions. This is the part that actually blocks you: a shift with an open deviation cannot be marked ready for billing.

Reviewing a deviation means classifying it and deciding what happens to it. You set a type — Quality, Access, Damage, Safety or Other — a severity, and one of four outcomes:

Outcome	What it does
In review	Marks it as under investigation. It stays open, so the shift still can’t be billed.
Resolved	Closes it as handled and clears it for billing. Can apply a credit or surcharge.
Dismissed	Closes it as needing no action — a false alarm. No billing impact, clears it for billing.
Escalated	Flags it for a manager or the client. Stays open and keeps blocking billing.

Two of these clear the shift and two hold it. That is deliberate: an escalated damage report should not quietly become an invoice while somebody is still talking to the client about it.

Adjust the amount

Billing adjustments are one-off changes to what this shift costs. A surcharge adds to the bill; a credit reduces it. Both need an amount and a description saying why it applies.

An adjustment can come from a deviation you resolved, or you can add one directly. Adjustments carry their own approval — Pending, Approved or Rejected — and the panel shows the net adjustment so you can see the combined effect before committing.

Once the shift is exported, adjustments are locked.

Mark it ready for billing

When attendance is settled, deviations are closed and the amount is right, choose Mark ready for billing.

This locks the shift’s billable amount and moves it into billing. It cannot be undone. If the amount is wrong afterwards, the fix is a correction on the invoice side, not a re-review.

If the button refuses, the reason is almost always an open deviation — the hint says Resolve all open deviations first.

What happens next

The shift’s billing status becomes Ready for billing, and it appears in Billing as available to put in a batch. From there it is grouped with other ready shifts, confirmed, and exported as draft invoice data.