Service: Step by Step – Finalizing a G2 Work Order
Step One
- Select the “All” Job
- 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
