How to start, complete and sign off a work order
How to start, complete and sign off a work order. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open the work order from Work orders (or My work orders on the phone).
- Press Start work when the crew begins; the status becomes In Progress.
- Add materials and photos as you go.
- When finished, fill Complete work order: Actual labour hours (total crew hours, for example 3 people × 6 h = 18), Customer representative (name of the person signing), Completion notes, a Completion photo and the Customer signature.
- Press Complete work order.
Tip
Hours and the signer's name are required ("Enter labour hours and the name of the person signing off"). You cannot complete by dragging on the board ("Complete work orders from the work order page"). Owner, Office Manager, Dispatcher, Foreman and Crew Member can do this. Completing an Erect order leaves the scaffold yellow, with an inspection due today and a signed handover required.