Guidelines for closing a job - A step-by-step guide.

Pre-Requisite for Closing Job -

  1. Closing Workorder
  2. Closing Service
  3. Closing Fulfillment
  4. Closing Payment
  5. Closing Clockin'

1. After converting the quote to a job, Click on 'Services'.

Note: Learn 'How To - Convert Quote to Job'

Click on  Services…

2. Select the service.

Click on Commercial - Certified Installation

3. From the left menu, Click on 'Products'.

Click on Product

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

5. From the left menu, Click on 'Work orders'. 

Click on Work Order

6. To complete the work order, mark the status as 'Complete'.

Note: Learn 'How To - Complete a Workorder'

Click on Set Work Order Status

7. After sending the work order info, Click on 'Payments'. 

Click on  Payment

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


9. After completing the payment, navigate to the 'Services' section and select that service.

Click on Commercial - Certified Installation

10. Click on 'Mark Service Complete' to indicate the completion of the service.

Click on Mark Service…

11. Click on 'Yes'.

Click on Yes

12. After the service is marked as complete, Click on 'Submit'.

Click on  Submit

13. In the decision tab, scroll down to find the "Close Job" option, and click on it to close the job.

Click on Close…

14. To view the closed job, navigate to the job list and click on the options menu (three dots).

Click on Open demo menu

15. Click on 'Archived Jobs'.

Click on Archived Jobs

16. You can view the closed job over here.

Click on Closed…