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 Two

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

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.

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