How to Complete a Work Order
The following items need to be completed before a work order can be closed:
All payments must be entered (customer payments, manufacturer payments, salesperson payments, contractor payments, referral payments) If there are any adjustments on the work order they will need to be either applied or deleted. If an adjustment is deleted you will need to apply a new manufacturer payment.
All inventory products have to be marked as picked up
All non-inventory products have to be marked as ordered (there's a setting to turn off this requirement)
Step 1: Begin by observing the test work order and invoice shown in the screenshot below.
Step 2: Navigate to work order actions. If you're planning to mark the job as complete, ensure that a contractor is selected. If not, proceed to the next step.
Step 3: Click on contractor actions and select a contractor from the list.
Step 4: Once you've selected a contractor, you're ready to mark the job as complete. Click on mark job as complete.
Step 5: Before completing the job, ensure the contractor is paid. Click on add a contractor payment.
Step 6: Before adding a contractor payment, you'll need to mark the contractor as ready for payment. Navigate back to contractor actions, then click on mark contractor ready for payment.
Step 7: Once the contractor is marked ready for payment, click on add contractor payment.
Step 8: Fill in the payment details, including the check number and amount, and select the bank account for the payment. Once done, click on save.
Step 9: After saving the payment, navigate back to the invoice.
Step 10: From the invoice view, go back to the work order view.
Step 11: Now that the contractor is selected and paid, you can mark the job as complete. Click on work order actions and then mark job as complete.
Step 12: After marking the job as complete, you'll see a "completed" status. Check this on the invoice as well.
Remember, to complete a work order, you must select a contractor, mark them ready for payment, pay them, and then mark the job as complete. This process ensures that all tasks are properly accounted for and the job is officially completed.