How Do I Close a Work Order?

Step 1. Add Labor to a Work Order

To Add Labor to a Work Order, perform the following:

1. Select the Labor icon.
2. The assigned contact will appear by default. To add another contact, select + Add Labor button.
   • To change the assigned contact, select a new contact in the assigned field
     
      
3. Add the amount of Labor Hours.
4. Click the Save button.

Step 2. Add Notes to a Work Order

To add notes to a Work Order, perform the following:

1. Select the Notes  icon.
2. Click the New Internal Note button.
3. Type your note into the text box
4. Click the Add Note button. 

After notes and labor hours have been added to the Work Order, you can now proceed with completing the work order.

Step 3. Change the Work Order Status

Click the Completed button to change the status.