Sign and Complete a Work Order within HQ

Work Orders with the required attributes completed (i.e., checklist, hour meter, and work performed notes) within the Service app and the status is either Paused, Technician Review, or Customer Review the work order can be signed and completed in HQ. NOTE: Sign & Complete can not be completed if the work order has active travel or work on it.

If the required attributes are not completed within the Service app or the work order actively has work or travel clocking, the Sign & Complete option will not be available.

From the Dispatch board, locate and select the respective Work Order.
Click the three vertical dots located at the top, right corner then select Sign & Complete.
You will be prompted ‘Sign & Complete the Work Order’ warning. Click [Sign & Complete] to sign and complete the work order or press [Cancel] to exit.

NOTE: The work order is signed with the logged in user credentials.

NOTE: The assigned technician(s) will be notified in the Service app that the work order has been signed and completed by the back office.

NOTE: The Work Order Completion PDF also includes the logged in user credentials that Signs & Completes the WO in HQ. The PDF will automatically be sent to the location contact(s) that have ‘Always Send Work Order Complete Email’ enabled in HQ.

Sign & Complete if your dealership uses Tinnacity's Customer Portal for your customers

If your dealership uses Tinnacity's Customer Portal and if in Admin/Customers/Customer Details 'Signature Required' is enabled, this will require the customer to sign off on the work order before it can be completed.

However, an HQ user can still sign off on the work order if needed. Once a technician puts a work order into the Cannot Get Signature option during the Customer Review process, the work order will remain in Customer Review until your customer signs off on the work order in the Customer Portal & is not completed until signed.

HQ will display this information to you within the work order details screen of a work order:

There are 3 options you can choose from:

Use the Sign & Complete process steps #2 & #3 mentioned above
Have the customer sign through the customer portal
1. Within the work order details screen in HQ, you can send a request for the customer to sign as well. Click on the 3 dots in the top right>Request Customer Signature
Have the technician get the signature