Create a job order and approve the work

A job order holds the actual repair work: labour tasks, packages, parts and technician time. Each job order belongs to a work order.

Add the work

1. Open the visit and choose Add Job Order, or use Operations → Job Orders → Add Job Order.
2. Select the work order and set JO Date and Job Type.
3. Use Add Labour Task and review Estimated Hours, Actual Hours and Normal Rate. Do not assume a displayed hour value is a completed technician time entry.
4. Use Add Service Package for bundled work. Review its package price and included items.
5. Use Add Item under Parts / Items for separately charged parts. Check the product, unit, quantity and unit price.
6. Click Save and read any stock-shortfall warning.

Saving can allocate stock. A backorder warning means the job was saved with a shortfall, not that the missing parts have arrived.

Approval and execution

1. Once the customer agrees to the price, use Approve Cost if you have permission.
2. Use Assign Technician to add the selected technician to every task and package on the job. A selectable technician must have an employee record linked to a user with the Technician role.
3. Have technicians complete the assigned work and record their time.
4. Review the finished tasks and use Approve Work to sign off the result.
5. Use Add Invoice when the job is ready for billing.

Cost approval and work approval are different responsibilities. The system refuses work approval before cost approval. The normal invoice entry flow expects the work to be signed off.

What happens next

The job becomes ready for invoicing. Issuing its invoice locks the job against further repair edits. If it needs additional work before invoicing, use the authorised rework process rather than pretending it remained approved.

Troubleshooting

If a technician is missing, check their employee/user link and role. If the product unit is refused, choose a compatible unit from the product's measurement family. If the job is already invoiced, stop editing and ask the billing administrator how to handle the correction.

Related articles

• Track technician work
• Rework and completion
• Create and issue an invoice