Before a work order can be marked as complete, all of the following must be done:
All payments entered — customer, manufacturer, salesperson, contractor, and referral payments
All inventory products marked as picked up
All non-inventory products marked as ordered (there is a setting to turn off this requirement)
If any adjustment in the Adjustments section — including commission adjustments — is listed as "New" or "Unpaid," it must be resolved before the work order can be completed. Scroll to the bottom of the work order page and apply or void the outstanding adjustment, then try again.
Open the work order you want to complete.
Navigate to Work Order Actions. Ensure a contractor is selected if you plan to mark the job as complete. If not, proceed to the next step.
Click Contractor Actions and select a contractor from the list.
Click Mark Job as Complete.
If the contractor hasn't been paid yet, you'll be prompted to add a contractor payment. Click Add a Contractor Payment.
Before adding a payment, mark the contractor as ready for payment. Go back to Contractor Actions and click Mark Contractor Ready for Payment.
Once the contractor is marked ready, click Add Contractor Payment.
Fill in the payment details — check number, amount, and bank account — then click Save.
After saving, navigate back to the invoice.
From the invoice view, switch back to the work order.
With the contractor selected and paid, click Work Order Actions, then Mark Job as Complete.
Once marked complete, the work order shows a "Completed" status. Verify this on the invoice as well.
