Closing a Work Order

• To Close: Completed work orders appear here and are awaiting closure by your team.

• Billing Verification: Once closed, work orders move to this page for billing verification.

• Closed & Verified: Work orders that have been closed and successfully verified appear here.

In this article:

• Closing Work Orders
• Verifying Work Orders
• Reversing Charges
• Exporting Work Orders

Closing Work Orders

1. Navigate to the Review & Billing page of the Work Order module. 
2. Click on the To Close page.
3. Add materials (optional): Click on the Add Materials button or click on the Materials tab.
4. Add labor (optional): Click on the Add Labor button or click on the Labor tab.
5. Change the status of the work order to Closed. 
   • If no material or labor charges were added, the work order is considered complete. Its status is updated to Closed and moved to the ticket to the All Work Orders page.
   • If material or labor charges were added the work order is moved to the Billing Verification page for further review.

Verifying Work Orders

1. Navigate to the Review & Billing page of the Work Order module. 
2. Click on the Billing Verification page. All closed work orders that include material and/or labor charges will automatically appear here after being closed.
3. Review the charges. 
4. Update the Billing Verification status to Verified. All billable work orders that are both closed and verified will move to the Closed & Verified page and will be ready for billing export.

Reversing Charges

If you need to reverse charges on a work order that was closed and verified you can do so from the Closed and Verified page. 

1. Navigate to the Review & Billing page of the Work Order module. 
2. Click on the Closed & Verified page. 
3. Click into a work order. 
4. Click the Reverse Charges button and confirm that you would like to reverse the charges. 

Once charges are reversed, all billable amounts will be updated to reflect negative values, and the work order will remain in the Closed & Verified status.

Exporting Work Orders

1. Navigate to the Review & Billing page of the Work Order module. 
2. Click on the Closed & Verified page. All work orders that have been closed and marked as verified will automatically appear on this page.Select each applicable work order. Once you have selected at least one work order the bulk action tab becomes available, 
3. Click the Action button at the top of the table and export/download the necessary reports needed for billing.