This guide will walk you through the steps to complete the review process for jobs that have been invoiced by a technician and where the work has been completed.
Steps to Complete the Review
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Toggle to the Service Request Tab:
- Navigate to the Service Request tab in your system. This is where you can access all service requests and work orders.
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Filter Jobs to Show Only "On Review" Status:
- In the Service Request tab, locate the filter button on the top right of the screen.
- Click on the filter button and select the status "On Review." This will filter your view to show only the jobs that are pending your review.
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Select the Job or Work Order ID:
- Look for the job or work order you want to review. It will be listed with a purple Job or Work Order ID number.
- Click on the purple ID number to open the details of the specific job.
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Review the Notes for the Completed Work:
- Once you have opened the job details, thoroughly review the notes provided by the technician. Ensure that all work has been completed as per the job requirements and that all necessary information is documented.
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Accept the Job:
- After reviewing the notes and confirming that everything is in order, click on the "Accept" button.
- Once accepted, the final job details will be posted and will become visible in your dashboards.
Conclusion
Completing the review of invoiced jobs is a crucial step to ensure that all work has been properly documented and that your records are up-to-date. By following these steps, you can efficiently manage the review process and maintain accurate job tracking.