Post-job checklist for trades and field service professionals

Close every job properly and avoid costly follow-ups

End-of-job quality is where most trades lose money — unpaid variations, disputes, safety risks, and unfinished details.

This checklist ensures every job is completed properly, safely, and professionally.

Sole accounting app customer support team smiling and collaborating in an Australian office

What You Get

10-step job-close process

From quality check and photos through to payment collection and notes — the complete end-of-job routine.

Compliance documentation reminder

Electrical, plumbing, gas, and warranty cert requirements by job type.

Before & after photo guidance

How to document completed work to protect yourself against disputes, chargebacks, and warranty claims.

Copy-paste end-of-job message

Send this to every client after you leave professional, clear, and prompts instant payment.

Who It’s For

This resource is built for Australian sole traders and field service professionals who want to run their business more efficiently. It is not aimed at accounting firms or B2B organisations.

Plumbers

Electricians

Carpenters

HVAC Technicians

Solar Installers

Pest Control

Garden & Maintenance

Any Trades Sole Trader

ATO & Compliance Note

Important — Australian Sole Traders

Keep before and after photos and all invoices for at least 5 years as required by the ATO. Compliance certificates must be issued within the required timeframe set by your state licensing body. Under Australian Consumer Law, your completed work carries automatic Consumer Guarantees regardless of any warranty you state — consult a legal professional if you are unsure of your obligations.

Get Your Free Post-Job Checklist

Enter your email and we will send your DOCX download instantly — run through it at the end of every job.

Frequently asked questions

Common questions

The ATO requires you to keep business records — including evidence of work performed — for at least 5 years from the date you lodge your tax return. In the event of an Australian Consumer Law dispute, having photos that prove the condition of the site and the quality of your work at completion can protect you from costly ‘major failure’ claims.

Requirements vary by trade and state. For electrical work, a Certificate of Compliance for Electrical Work (CCEW) is required for all installations and repairs in most states. For plumbing and gas, a compliance certificate is generally required for work exceeding $750 in value. The National Construction Code 2025 also introduced updated standards around condensation management and energy efficiency. Check with your state licensing body for current requirements.

Yes, but only if the variation was approved by the client before you continued the work. If you find a hidden issue — such as rusted pipes behind a wall — you must pause, inform the client, and get written or recorded approval before proceeding. Sole App lets you add variation line items to an existing job so the final invoice accurately reflects all agreed costs.