Guidelines for closing a job - A step-by-step guide.
Pre-Requisite for Closing Job -
1. After converting the quote to a job, Click on 'Services'.
Note: Learn 'How To - Convert Quote to Job'
![Click on Services…](https://images.tango.us/workflows/46bf0f2c-ab37-4f9b-a7fa-44f9e0924d5b/steps/ed2ab1ed-9569-48d2-955f-bf64069cf908/b375f26f-53c7-4890-b570-3726923c94e6.png?mark-x=5&mark-y=370&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMTcmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
2. Select the service.
![Click on Commercial - Certified Installation](https://images.tango.us/workflows/46bf0f2c-ab37-4f9b-a7fa-44f9e0924d5b/steps/96d892cc-c719-456b-ab54-e318b307304d/b4d0981a-8e0a-4e95-a244-e5b0c84920c1.png?mark-x=240&mark-y=236&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yNjQmaD0yNiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
![Click on Product](https://images.tango.us/workflows/46bf0f2c-ab37-4f9b-a7fa-44f9e0924d5b/steps/53ff5b16-fa3a-4d63-9357-4dbaae79653f/df112c5e-d986-41b2-be58-6543c622797b.png?mark-x=5&mark-y=483&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xOTYmaD00NyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
4. You land on the 'Product Order' page which shows you all the products added to the service. Here you can start fulfilling the products.
Note: Learn 'How To - Fulfill Products'.
![Click on Fulfill Item](https://images.tango.us/workflows/46bf0f2c-ab37-4f9b-a7fa-44f9e0924d5b/steps/1971a73d-d4ab-4531-b635-3c6c0af63249/76385840-854a-40a7-9eb2-61b7e1111492.png?mark-x=997&mark-y=631&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDgmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
![Click on Work Order](https://images.tango.us/workflows/46bf0f2c-ab37-4f9b-a7fa-44f9e0924d5b/steps/fdb35be7-ec58-4e9c-b5d2-78e7745fcd7b/a54fb96f-5f39-44b4-a89a-76be8b28fbae.png?mark-x=5&mark-y=599&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xOTYmaD00NyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
6. To complete the work order, mark the status as 'Complete'.
Note: Learn 'How To - Complete a Workorder'
![Click on Set Work Order Status](https://images.tango.us/workflows/46bf0f2c-ab37-4f9b-a7fa-44f9e0924d5b/steps/2cd9cbc0-1dcf-4ba5-96f8-0d6f9b35a914/43932f1b-9617-481d-88b5-f061bb050281.png?mark-x=222&mark-y=725&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz03MTkmaD01MiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
7. After sending the work order info, Click on 'Payments'.
![Click on Payment](https://images.tango.us/workflows/46bf0f2c-ab37-4f9b-a7fa-44f9e0924d5b/steps/817b181c-5dcb-47a0-bfd3-53aae367fdf0/308b01ac-8f50-4a7d-942a-4589ed2a292b.png?mark-x=5&mark-y=718&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xOTYmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
8. Select the mode of payment, service, and charge type, and then click on 'Pay' from the top.
Note: Learn 'How To - Process a Payment'.
![Click on Pay](https://images.tango.us/workflows/46bf0f2c-ab37-4f9b-a7fa-44f9e0924d5b/steps/7fa505b3-66da-45cc-ba6a-a23ff0e4dc4e/8df82923-2dd6-4ddc-9ddd-57295b8c5b3c.png?mark-x=1315&mark-y=15&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz05MyZoPTQzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on Commercial - Certified Installation](https://images.tango.us/workflows/46bf0f2c-ab37-4f9b-a7fa-44f9e0924d5b/steps/346da8fe-35af-4c78-8c1b-badf2f7d59a9/bfc57a14-f794-4bed-ad4e-a4144097da44.png?mark-x=240&mark-y=236&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yNjQmaD0yNiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
10. Click on 'Mark Service Complete' to indicate the completion of the service.
![Click on Mark Service…](https://images.tango.us/workflows/46bf0f2c-ab37-4f9b-a7fa-44f9e0924d5b/steps/8a8681d5-701b-4c57-9fab-195927a072e3/ca8687b3-5251-4140-a24c-a0dd05a96a3e.png?mark-x=1134&mark-y=708&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yNTcmaD03MiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
11. Click on 'Yes'.
![Click on Yes](https://images.tango.us/workflows/46bf0f2c-ab37-4f9b-a7fa-44f9e0924d5b/steps/94da5061-e496-4f06-8574-f0d07afc1214/b66529f7-ea32-4308-ad3f-0ae9f23cb2ef.png?mark-x=720&mark-y=492&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDgmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
12. After the service is marked as complete, Click on 'Submit'.
![Click on Submit](https://images.tango.us/workflows/46bf0f2c-ab37-4f9b-a7fa-44f9e0924d5b/steps/34ee6165-2d7c-4355-a8ea-041efe8ff9a4/ba7c5b41-006c-4ee7-bd13-9601e185cfc0.png?mark-x=5&mark-y=678&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xOTYmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
13. In the decision tab, scroll down to find the "Close Job" option, and click on it to close the job.
![Click on Close…](https://images.tango.us/workflows/46bf0f2c-ab37-4f9b-a7fa-44f9e0924d5b/steps/d7ccf830-0dec-492e-aabb-204f61fd0cdc/1454fd3d-0b74-4b53-8b01-32a6acede51f.png?mark-x=293&mark-y=713&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMzQmaD03NyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
![Click on Open demo menu](https://images.tango.us/workflows/46bf0f2c-ab37-4f9b-a7fa-44f9e0924d5b/steps/de62b16f-153f-4528-89be-f5675da82e6c/480fecba-a873-4004-b6bd-78b493ed98ee.png?mark-x=1355&mark-y=9&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz01NCZoPTU0JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
15. Click on 'Archived Jobs'.
![Click on Archived Jobs](https://images.tango.us/workflows/46bf0f2c-ab37-4f9b-a7fa-44f9e0924d5b/steps/41630fc5-43f5-4da0-be5d-4803271c7dba/6fa55420-c32e-45fc-a5f0-845d72327b1a.png?mark-x=1126&mark-y=145&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yOTUmaD01MSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
16. You can view the closed job over here.
![Click on Closed…](https://images.tango.us/workflows/46bf0f2c-ab37-4f9b-a7fa-44f9e0924d5b/steps/a1fcefa8-acb4-4eec-a3ca-449d9dd0a33c/6ea7731f-4418-4f12-bde9-8cd298d14aee.png?mark-x=359&mark-y=246&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xNDkmaD0xMTYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)