How Do I Close a Work Order?
How do I close a Work Order? |
When closing a Work Order, the goal is to move the Work Order to a Completed status, which can be done by selecting COMPLETED
However, we do suggest adding the Labor and Notes to the Work Order prior to changing the status to Completed.
Adding Labor to a Work Order
To Add Labor to a Work Order, perform the following:
- Select the Labor icon
- The assigned contact will appear by default. To add another contact, select
- To change the assigned contact, select a new contact in the assigned field
- To change the assigned contact, select a new contact in the assigned field
- Add the amount of Labor Hours
- Select
Adding Notes to a Work Order
To add notes to a Work Order, perform the following:
- Select the Notes icon
- Select
- Type your note into the text box
- Select
Once notes and labor hours have been added to the Work Order, you can now proceed with completing the work order.
Note: To select a different status, select the arrow beside the completed button to view other options.