If you see a "Not Finalized" message after completing a service, it is tied to your account's notification scheduling settings. This warning is a status reminder and does not impact your ability to successfully complete the service or log your work.
Why is this happening?
This message appears because your account has the option to "send notifications immediately when scheduling" turned off.
Instead, the system is configured to use a manual review process. The "Not Finalized" alert simply means the automated pre-service route notifications were never manually approved or "Finalized" before the technician started the route. Consequently, those specific customers did not receive any automated pre-service alerts (such as "we are arriving tomorrow" reminders).
What should you do?
- For Current Services: You do not need to take any corrective action to save your job data. The message is purely informational regarding customer alerts and does not prevent the service from being logged as completed in the system.
- To Prevent This in the Future: If you want customers to receive automatic alerts without seeing this warning, you must finalize the services on the Scheduled Routes page prior to technicians starting, or adjust your global notification settings to send immediately upon scheduling.
Related Documentation
For a deeper dive into managing this workflow, please review our guide on: