When using Work Orders to instruct your field team on what to do, they can view and close them from the field. This article explains how Workers can do this.
Closing Work Orders from the Admin Portal
Before going into that, many clients simply close It is also possible to close the work Orders from the office by clicking on the work order you want to close to view and edit the details. At the top, select “completed” from the “status” field toward the top of the screen. Then scroll down and click save. The work order will now be closed.
Closing Work Orders from the Worker app
In order to close a work order, a worker my open the work order on their phone. When they arrive a project where they have a work order assigned to them (or where there are unassigned work orders), they will see the screen below.
Clicking “open” above will open the work orders page that will show their work orders at that location. they can also see unassigned work orders by clicking on that tab below. They will see the title and summary in the list and they can touch a row to open it.
They will then see all the details of the work order. Clicking “Work on this WO” will alert the system that they are going to accept that work order and start working.
As a confirmation, they will see the work order number they working on as circled below:
When they go to change task or clock out, the system will ask if they want to close the work order (click “yes”) or leave it open (click “no”)
Once they click “yes” to close, the work order will be closed in the system.