Completion & Validation

The validation workflow ensures quality control. Managers review completed work before final closure.

Validation Process

1. Technician marks WO as COMPLETED
2. Manager receives notification
3. Manager reviews tasks, costs, and notes
4. APPROVES (→ VALIDATED) or REJECTS (→ back to IN_PROGRESS)
5. Once validated, WO can be CLOSED

The closure form

If your company has added custom fields to work orders, they now appear in the Complete dialog — filled in by the person who did the work, on the web or in the mobile app. Required fields must be answered before the work order can be completed. At validation the same form is shown again, already filled, so the reviewer checks the answers instead of writing them.

Block validation when a part is mispriced

If you sell the parts you fit, you can stop a work order from being validated while a part has no sale price or sells below its cost. In Company Settings > Workflows > Work Orders, add a step on the Validated status and tick the required field "Parts Priced Above Cost": the Validate button then stays hidden until every billable part is priced, and the work order names the parts at fault. Parts supplied by the customer and free-text parts are never counted. Sale prices are a Business-plan feature, and the rule does nothing until you add it.