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

Embrace a New Era of Customer Engagement

As you already know, the pandemic has had an enormous impact on everyone, especially consumers. That’s why we’d like to share with you our guide to customer engagement during the pandemic

IDS Guide on Customer Engagement