This article provides an overview of how to set up the Work Order Completion feature.

In this article:

• Overview
• Enable the Completion Feature
  • Complete Button Setup
• Access the Work Order Completion Feature
  • Status Link
  • Invoice Link
  • Pay Now Button
  • Work Order Popup Screen
• Work Order Completion Automation
  • Dispatching
    • Internal Dispatching
    • Customer Facing Dispatching
  • Charge Labor
  • Auto Invoicing

Overview

Upsell tracking is a feature that helps you ensure that certain operational processes will be followed upon work order completion.

Enable the Completion Feature

To enable the Work Order Completion feature, please contact your Vonigo Customer Success team.

Complete Button Setup

Once you have enabled the feature, you need to set up the complete button.

• Navigate to Setup > User > User Security Groups.

• Select the security group you want to set up and click Actions.

• Under actions > Jobs > click "View Complete Button" option (option will be unselected by default).

• The complete button will be visible in the work order details page once you have enabled the complete button for the specific security group.

 

Access the Work Order Completion Feature

You can do the work order completion process from the following section:

Status Link

• If a Work Order is open and scheduled for today or earlier:

  • Clicking the status label will open the Work Order Completion screen.

  • The intermediate invoice creation screen (see Fig 2) will be skipped.

• The Work Order Completion screen includes:

  • A documents section where crew members can optionally upload photos.

• Once the Work Order Checklist is completed:

  • The system will automatically dispatch the job completion internally.

  • The popup will close automatically.

Invoice Link

Pay Now Button

• When Pay Now is clicked:

  • If Service Type → Show Work Order Completion popup is ON and the Work Order is open:

    • The Work Order Completion interface will appear.

  • If the Work Order is archived or the service is already completed:

    • The Pay Now interface opens directly.

• The Work Order Completion interface includes a section for uploading photos/documents (optional for crew members).

• Once the Work Order Checklist is completed:

  • The system automatically dispatches the job completion internally.

  • Then, the Pay Now interface is opened.

Work Order Popup Screen

• If a Work Order is open and scheduled for today or earlier, clicking its status label will open the completion interface.

Work Order Completion Automation

Once you have done a work order completion process, you can configure the following automation based on the work order completion status:

Dispatching

Dispatching is a feature that triggers an internal processes once a work order is complete. To configure this feature:

Internal Dispatching

For Corporate setup:

• Navigate to Setup > Schedule > Internal Dispatching > Work Order Dispatch Rules

For Franchise setup:

• Navigate to Franchise/Business Unit > Dispatching > Internal Dispatching Rules

Customer Facing Dispatching

This feature allows to automatically set email to the client upon the work order completion. To setup this feature:

• Navigate to Setup > Client > Client Email and Text Messaging Templates

Charge Labor

This feature allows the system to take all clocked time and import it as charges for the work order. To enable this please contact your Vonigo Customer Success team.

Auto Invoicing

This feature allows the system to auto-generate invoices for the work orders done by the service. To enable this please contact your Vonigo Customer Success team.