Close a Job

When an estimate and any necessary attachments are received by the insurance company, the task is typically moved to the Closed tab. But you can also uUse the Job Actions drop-down list on the top of an open Job in Mitchell Connect to manually mark it as closed. Performing this action removes it from the All Open jobs and then archives it to the All Closed list under Jobs on the navigation pane.

It is a best practice to keep open and closed jobs separate for easier management and efficiency. Once a job is closed, it can be reopened, searched for, and visible on the open jobs page but it does not reopen the job with the insurance company.

Note: You cannot delete jobs or assignments. You can close the job to remove it from your list of open jobs.

How to

  1. On the Job Overview page, click the Job Actions list at the top of the page.
  2. Click Closed. The job is closed and removed from the Open Jobs page.

Reopen a job if you want the job to show on the Open Jobs page.

  1. Search for the job and open it.
  2. On the Job Overview page, click the Job Actions list at the top of the page.
  3. Click Open. The job is reopened and shows on the Open Jobs page.

Note: Reopening a job does not reopen the job with the insurance company. Reopening the job makes the job visible from the Open Jobs page.

  1. On the Jobs page, click Jobs on the Navigation pane.
  2. Click one of the following to sort:
  • Open: Show open jobs only.
  • Closed: Show closed jobs only.

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