Service: Step by Step – Finalizing a G2 Work Order

Step One

  1. Select the “All” Job
  2. Review the “Work Order View Billing Summary” at the bottom and see if the Charges look correct

Step-by-Step Finalizing G2 WO

Step Two

Click on Each “Job” and review the “Required & Actual Job Totals” on the right

Step-by-Step G2 Work Order

Step Three

Click on Menu Option  “Functions” on the top of the Work Order

Click on “Finalize Work Order” on the Functions Drop Down Menu.

Step-by-Step WO

Note:  You can Take payments on a Work order before OR after you finalize it. See Take a Work Order Payment Process

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