Once I have finished resolving a service work order, what do I do?

The Question:

When I have completed all of the work involved with a service work order, what is the process to resolve and close out the order? What would be the next step in the process?

The Answer:

Before closing out and billing for the work order, make sure you have added all of the tasks and materials used during the work.Once all of your information is properly logged to the work order, it’s time to resolve it.  To do this, click on the “Edit” button found in the upper right corner when viewing the work order.

One the edit page, scroll down to the bottom, and enter a written description of how the issue was resolved.  Then make sure the technician is selected, select the date that they resolved the issue, and supply the resolution code that describes how the problem was fixed.

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