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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)