Close the Day

Day Close is how BayWise Scheduler handles unfinished work at the end of each working day. It ensures every in-progress job step is properly accounted for, so the next day opens with an accurate and clean schedule.

Who performs Day Close: Member, Location Manager, Org Admin, Account Owner.

When Day Close appears

BayWise shows the Day Close prompt in two situations:

Automatically — when you open the app the morning after a day that has in-progress steps that were never closed. This is the most common trigger. BayWise blocks full access to the next day’s scheduling until Day Close is completed.
Manually — a controller can trigger Day Close at any time by clicking the Close Day button on the Dashboard (usually shown when the current date has active in-progress steps near or past closing time).

If you see a Day Close prompt blocking your dashboard, you must complete it before the full scheduling view for the new day is available. This is intentional — it prevents in-progress work from being silently dropped.

The Day Close modal shows all in-progress and unresolved job steps from the selected date (or the most recent unclosed date).

The modal has two tabs:

Action Required — steps that need a disposition from you. You must address each one before you can submit.
Auto-Recorded — steps that BayWise has already resolved automatically (e.g., steps that hit a terminal status by themselves). These are for your review only.

Step dispositions

For each step in the Action Required tab, choose one of two dispositions:

Completed

The step was actually finished, even if it was not formally closed in the system during the day.

When to use: The technician completed the work but forgot to mark the step as done. Use this to correct the record.

What you enter:

Completion time — defaults to the workshop’s configured close time for the day. Adjust if the work was actually finished earlier.

What happens: The step is closed as complete with the recorded completion time. If it was the last step in the job, the job advances to the next phase. Required completion tags are treated as set.

Carrying Over

The work was not finished and will continue on a future working day. This disposition covers all reasons for non-completion — whether the job is simply still in progress, waiting on parts, blocked by a specialist, or delayed for any other reason.

When to use: Any time the step was not completed by end of day, regardless of the reason.

What you enter:

Delay reason (required) — select from the dropdown:
- Pending diagnosis
- Awaiting customer approval
- Awaiting customer decision
- Insurance authorization
- Waiting parts (not ordered)
- Waiting parts (ordered)
- Pending parts fitment
- Pending specialist
- Technician unavailable
- Bay/equipment conflict
- Sublet
- Other (enter custom text)
Additional hours required — estimated remaining work time, in 0.5-hour increments. This helps BayWise calculate the correct slot size for the carry-over day.
Estimated completion — automatically calculated for the next business day based on the additional hours and the workshop’s operating schedule.
Conflict detection — BayWise checks whether the assigned bay and technician are available on the carry-over date. If there is a conflict (e.g., the bay is in maintenance or the technician is on day off), a warning is displayed so you can resolve it before submitting.
Notes (optional) — free text to add any context for the next day’s controller.

What happens: The step is re-scheduled to the next available slot on the carry-over date. The delay reason is recorded for reporting and analytics. The step status remains “In Progress” and appears on the carry-over day’s calendar.

Completing Day Close

Review the Action Required tab

Read through each step card. Each card shows:

Vehicle make and model
Step name
Assigned technician
How long the step has been in-progress

Choose a disposition for each step

Select Completed or Carrying Over for each card.

For Completed, confirm or adjust the completion time.

For Carrying Over, select the delay reason, enter additional hours required, review the estimated completion date, resolve any bay/tech conflicts flagged by the system, and optionally add notes.

Use bulk actions if applicable

If most steps need the same disposition, use the bulk action buttons:

Carry Over All — applies Carrying Over to every unresolved step at once (you will still need to set the delay reason for each)
Complete All — marks every unresolved step as completed with the default close time

Review before using bulk actions — they cannot be undone without manually reopening each step.

Check the progress counter

The counter near the top of the modal shows “X of N ready to submit”. All N items must have a disposition before you can submit.

Submit Day Close

Once all steps have a disposition, click Submit Day Close. The modal closes and the dashboard updates.

Reviewing past Day Close records

After Day Close is submitted for a date, it becomes read-only. You can view the record of what happened by:

Using the date selector on the Dashboard to navigate to the past date
Clicking View Day Close (shown in place of the Close Day button for past dates)

This shows the full record of every step’s disposition, the reasons given, and who submitted the close.

Common questions

The Day Close modal appeared but I’m not sure which day it’s for. The modal shows the date at the top of the header. It will always be for the most recent unclosed working day with in-progress steps.

There are 30+ steps in the modal — is there a faster way? Use Carry Over All if most work is continuing tomorrow, or Complete All if most work was actually finished. Then manually correct the exceptions using the list view (toggle to list view when there are 6+ steps).

I made a mistake choosing a disposition. Can I change it? Yes, before you submit. After submission, the record is locked. To correct a post-submission error, contact your account owner.

Why was I blocked from the dashboard this morning? BayWise requires Day Close to be completed for any past date with in-progress steps before it allows editing on the current day. This prevents schedule data from becoming inconsistent.

A step shows in Day Close but I know the technician finished it yesterday. Select Complete for that step. Day Close is the mechanism to make the official record match what actually happened.