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CLOSEOUT QC & CHECKLISTS
Closeout

Closeout QC Checklists

As a job nears completion, JRCO Field automatically offers closeout quality checklists to superintendents and foremen. These are scored inspections — not optional paper forms — and they feed the QC dashboard your PM and leadership team uses at punch and warranty handoff.

Two Closeout Checklists
ChecklistPurpose
Closeout Pre-Final Walk QC Internal readiness before manufacturer / owner walk — punch list compiled, deficiencies closed, roof swept.
Closeout Final QC + Warranty Final surface/seam/drainage inspection, manufacturer sign-off, warranty registration, owner walk-through.

You complete Pre-Final Walk first, then Final QC + Warranty unlocks.

Timing

When Do They Appear?

Checklists are queued automatically when the job’s % Complete reaches 95% or higher (from the job KPI bar at the top of the Field tab). You do not need your PM to manually “turn on” each job.

  1. 1Open a job you supervise from My Jobs.
  2. 2Confirm the progress bar / KPI shows 95%+ complete.
  3. 3The Pre-Final Walk checklist appears the same day (blue banner).
  4. 4After you submit Pre-Final Walk, Final QC + Warranty appears.
No banner yet? The job may be under 95%, or variance data may not be loaded — pull down to refresh or reopen the job. Contact your PM if you believe the job is in closeout but % Complete looks wrong.
Navigation

Where to Find Them

Closeout checklists use the standard blue banner (same as Daily QC and other job inspections). They appear in two places so you can start from whichever tab you use most.

⚙
Field Tab

Scroll to the inspections section on the Production / Field tab. Blue buttons stack below Weekly Safety (when shown).

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Forms Tab

Open Forms → section Job Checklists at the top. Same blue banners — mandated checklists only, not incident/violation forms.

Example banner (tap to open checklist):

Returning from a checklist? If you opened it from the Forms tab, the app returns you to Forms when you finish. If you opened from Field, you return to Field.
Behavior

When Banners Show or Hide

Blue banners follow the same rules on the Field tab and under Forms → Job Checklists.

SituationBanner
Checklist due todayShown — “Inspection due today”
Draft in progress (started today, not submitted)Shown — “Draft in progress”
Submitted complete, next due date in the futureHidden until due again
Draft from a previous day (not submitted)Hidden — only today’s draft shows
Job under 95% complete (closeout only)Closeout banners not queued yet
Completed yesterday but still showing? Hard refresh the job (close and reopen). If a banner persists incorrectly, contact your PM — an admin can clear a test schedule row or submission.
Workflow

Recommended Sequence

1
Pre-Final Walk (internal)

PM + foreman walk the roof. Confirm work areas are substantially complete, Layer 2 deficiencies are closed, roof is swept, and punch list is compiled.

2
Final QC + Warranty (external closeout)

After Pre-Final is submitted, complete final pass/fail items on surface, seams, flashings, drains, manufacturer inspection, warranty registration, and owner sign-off.

Crew rolled off? Closeout checklists do not require an active crew on timecards. Supers and foremen can still complete punch and warranty steps after production crews leave.
In the Form

How to Complete a Checklist

  1. 1Tap the blue banner. The checklist opens full-screen with a blue QC theme.
  2. 2Answer each question — most closeout items use PASS / FAIL / N/A or YES / NO / N/A. Survey-style templates use a 1–5 button row (4–5 = pass).
  3. 3Add photos where prompted (some items require a photo before you can continue in carousel mode).
  4. 4Use All questions or One at a time (top right) — your preference is saved on this device.
  5. 5Tap Review Score to see category breakdown. Fix any failures if needed.
  6. 6Tap Submit Inspection to finalize. Save Draft keeps work in progress without submitting.
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Scores & Failures
  • Overall score of 80% or higher is the normal pass threshold.
  • Failed items are listed on the score screen before you submit.
  • Major deficiencies may open a QC case for PM follow-up.
  • After submit, the blue banner hides until the next due cycle (closeout is typically once per job).
Forms Tab

Job Checklists vs Submit a Form

The Forms tab has two different sections. Do not confuse them.

SectionLookUse for
Job Checklists Blue banner Mandated QC & closeout inspections (scored, scheduled)
Submit a Form White/gray tile cards Voluntary safety reports: Incident, Violation, Good Catch
Weekly Safety Red banner Field tab only — weekly safety inspection (not under Forms)
Support

FAQ

I finished Pre-Final but Final QC didn’t show.
Make sure Pre-Final was submitted (not just saved as draft). Reopen the job or switch to the Forms tab to refresh Job Checklists.

The banner disappeared after I submitted.
That is expected. Completed checklists hide until the next due date. Closeout is usually a one-time requirement per job.

I also see General Contractor Check In, Daily QC, or Federal QC.
Those are separate templates. Each blue banner is independent — complete only what shows as due or draft for today. Federal QC is only offered when your PM has deployed it and marked the job as federal.

PM wants to turn off a checklist on my job.
That is done in Safety Admin (template status, schedule row, or federal flag) — not from the field app. See Admin Help → Deploy & Suppress.

Who can see my jobs?
My Jobs lists projects where you are assigned as superintendent, foreman, PM, or PEx. If a closeout job is missing, ask your PM to confirm your roster assignment.