Approval workflow
For a Work Order to show up in the approval list, an approval workflow must be set up:
Approval Workflow screen
The items to configure an approval workflow include:
- Document Type (Work Order)
- Business Unit
- Area
- Service Type (Optional)
- Customer (Optional)
- First Approver
- Second Approver (Optional)
- Third Approver (Optional)
New Approval Workflow window
By approving a Work Order, it changes its status from “Completed” to “Ready”. Administrator, Billing and Management roles can export Work Orders with a “Ready” status to QuickBooks as Invoices (See “Create Invoices“).