Available On: Lite, Starter, Professional and Business Plus
⚠️ Note: Certain functionalities will differ by plan type. View our Plan and Features list here.
This guide will walk you through the steps to mark work orders as completed, ensuring all tasks are properly documented and closed out. You'll also learn how to review and update checklists, input information, and add completion notes. Whether you're confirming work completion or filling out detailed checklists, this guide has you covered!
How to View the Work Order Details
Select the Desired Work Order
You will see Tabs to view:
Overview: The Work Order Overview
Tasks: Your Task/Checklist Items from this Work Order
Labor: Any associated Labor Costs to the Work Order
Parts: Parts being using on your Work Order
Costs: Any additional costs associated to the Work Order
Files: Any attachments you have added to the Work Order
Activity: Update Notes and comments from your Team Member
How to Process and Complete Your Work Order
Change the Work Order to In Progress and click Start Timer. You can always manually add time after the fact as well.
Add in Costs associated with the work order, like Drive time, Wrench time, Labor, etc.
Add in Parts used to complete the work order
Complete your Tasks and leave any Activity/Update Notes to let your team members know what was done on the work order
When you are ready with your information and the work order has been completed, update the status to Complete
