Closing a season and rolling into the next

A season is a bucket with a term and a year — Spring 2027 — and it has three states. Knowing what each one means saves a lot of guessing in the spring.

Upcoming, open, closed

State	Means
Upcoming	Created, nothing generated yet. A placeholder you can plan against.
Open	Jobs have been generated into it. This is where the work lives while you do it.
Closed	Finished, and the accounting record for that year. Nothing further can be generated into it.

When to close a season

Close it when the work is genuinely done and you have collected what you are going to collect — usually a few weeks after the last boat comes off the water, once the completed-work report for that season has stopped changing.

Closing does not hide anything. Every job, price, photo and payment stays exactly where it is and stays reportable. What it does is stop the season being a live target: no new generation can drop work into a year you have already accounted for.

Rollover is a different thing from closing

People mix these up. Closing ends a season. Rollover is the screen where you confirm each standing agreement before creating the next one’s work — the yearly “yes, again” pass over your whole book of business.

They are separate on purpose. You can prepare next spring in February while last fall is still open and unpaid, which is exactly when most shops actually do it.

The mechanics of the rollover screen are in opening a season and generating the work.

The annual rhythm

1. Late winter — create the spring season, walk the rollover list, untick whoever canceled, generate.
2. Spring — deploy crews, work the pool, jobs complete and price themselves.
3. Early summer — collect on the stragglers off the completed-work report, then close the spring season.
4. Late summer — create the fall season and do it again. Fall agreements are separate from spring ones and often cover different items.

Mid-season changes

Customers sign up in April and cancel in October; that is the trade. Add the agreement and generate the season again — only the missing jobs are created, never duplicates. Cancel an agreement and this year’s already-generated job stays until you cancel the job itself, which is usually what you want: somebody still has to go get their dock out.

Reading a season afterwards

Every report takes a date range, and the completed-work report groups by customer and property — so a closed season is a finished, exportable picture of a year. See the completed-work report and getting your data back out.