Are you a vendor that just completed a work order and need to show it as completed in your portal? This article will walk you through completing a work order and uploading/adding an invoice.
- The first step is to click on the work orders tab that you see on the left navigation bar of your screen. This will show you all of the current work orders assigned to you in the system.
- In here you can click on the work order that you have accepted. This will take you to the work order details page. You can view all of the information for the work order here.
- In the top right of this page, you can click the green "Complete" button to start the work order completion flow.
- The first step is to enter in complete comments. This is a required field so something needs to be entered in this field. If there are no comments to add you can add "N/A". You also have the option to upload any resolution photos to this page. If you are on your phone you can upload pictures from your photo library. This is not a required field so images do not have to be uploaded. Click the "Next" button in the bottom right to continue.
If images are uploaded in the resolution photos you can see them as an attachment. If they show here this means that they have been successfully uploaded. You can also remove any by clicking the trashcan icon next to it.
- The next page will be where you can upload an invoice. If you do not want to upload an invoice you can select no and submit the work order. If you would like to you can click yes. You will also have the option to click upload invoice or to create an invoice.
- If you choose upload you will have a field for a reference that is required. You will need to fill out this information. You will then see a perforated box that you can click on to pull up files from your computer. This will upload and you will be able to see the attachment underneath this box. Under that, you will see additional files where you can upload any other files from your computer that pertain to this work order.
- If you choose the create option there will be an invoice or reference number, a due date, and line items with a description and amount. You can also click the line item button to add more line items to the invoice. These are all required fields so they all need to be filled out before you can submit the invoice.
- When you are done make sure you click the green "Submit" button in the bottom right. This will show the work order as completed and upload the invoice if attached.
