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Work Order Completion Requirement Checklist

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)
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)

Why can't I find a workorder?

The invoice isn’t signed. To get the invoice to show up in the workorders section, have the cu...
How do I view the before and after pictures for a particular work order?

If you’re not already on the workorder screen navigate there by clicking on the workorder tab ...
How do I view a signed invoice or contract from the workorders section?

If you’re not already on the workorder screen navigate there by clicking on the workorders tab...
How do I sort the columns on the workorder page by status?

There are multiple ways you can do this. Option 1: If you’re not already on the workorders scr...
How do I keep my workorder filter from changing?

If you’re not already on the workorders screen navigate there by clicking on the workorders ta...