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.

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. NOTE: The PDF will automatically be sent to the location contact(s) that have ‘Always Send Work Order Complete Email’ enabled in HQ.