Run a work order

Confirm the customer and scope

Select the correct customer and vehicle. Record the concern, mileage, and requested services. In Estimate, add proposed services, parts, and labor. See Estimates for sending and recording authorization.

Only approved items become authorized work. A draft job or calendar appointment does not authorize execution.

Prepare and complete the work

Open Work Order, review the responsible technician and the readiness shown for each service, then use the available start, hold, resume, or complete action. Resolve arrival, approval, parts, assignment, or hold requirements before starting.

Record the technician who actually performed the service and the parts used when completing it. Reassigning a job does not change who performed an already completed service.

If a required external part is missing, record its order and receive the actual delivery through Inventory. Recording an order does not make the part ready.

Use Scheduling for drop-off, pick-up, and follow-up commitments. The calendar does not assign technicians or bays or record a vehicle's actual arrival.

Add an inspection when needed

If the job includes a template-linked diagnostic service, get that service approved, assign a technician, and record the vehicle's arrival before executing its inspection. Give every inspection item a condition and each yellow/red finding a note or photo. Follow Digital inspections to complete the checklist and review the report.

To propose repairs from selected red or yellow findings, choose Create follow-up estimate. Review the separate draft job and estimate, then request authorization there. The diagnostic job can be billed and closed independently of that later decision.

For other added work, return to Estimate, add the proposed scope, and obtain approval before execution.

Review invoices and payments

In Billing, select approved, uninvoiced items and choose Review invoice. You may invoice selected full items before work finishes. Review the warning because the approved amounts become locked. Work can continue after invoicing.

Choose any eligible customer credit explicitly in the review, then choose Create invoice. Verify the issued invoice and recorded balance. See Payments for payments, receipts, credit notes, and uncertain payment outcomes.

Deliver and close the job

Review unfinished work, uninvoiced scope, remaining parts handover, and the applicable payment or account-terms release rule. Record vehicle pick-up when required. Payment alone does not record delivery or complete the work.

Use the close action when the job shows that its requirements are satisfied. Closing removes the job from active Work Queue counts while keeping its history readable. Start a new job for a new visit.