Mark a Work Order as Bill to Resident
Resident billings are done on a per work order basis. You
can choose any one of 4 convenient ways to identify that a work
order is billable.
1. The Work Order Billing Info Panel
When you're updating the details of a work order, the most
convenient way to mark a work order as billable is open the
Simply click the Billing Info panel to open the panel and check
the Bill to Resident checkbox. The calculations take place
Note: If background data changes,
such as labor time or inventory consumed, you can recalculate the
data in this panel. See Recalculating Billings.
2. Quick Complete
From the dashboard, use the mouse-over actions to the right of
the work order to select the complete option. If the work order has
been assigned, the Quick Complete pop-out appears where you can
fill in or change a few completion details.
Click the Bill to Resident checkbox to denote that the work
order is to be billed.
When you click Save, the billing amounts are calculated
according to the automated billing logic and the
Chargeback Rate Settings.
Tip: on the dashboard, the
lightning bolt icon -
- indicates that labor is assigned and the work order is ready for
3. Completion Wizard
The Completion Wizard is a convenient four (4) step process that
presents each of the 4 work order panels that are relevant for
closing and billing work orders:
- Step 1: notes and completion date and time (Completion
- Step 2: adding or removing workers from the work order
and the time worked for each (Labor panel)
- Step 3: adding or removing inventory items used on the
work order (Inventory panel)
- Step 4: the billing information otherwise found on the
billings panel in the work order (Billing Info panel)
Naturally, you could edit all the same details in the work order
panels rather than use the wizard. The Wizard, however, is
far more convenient as it's launched right from the
Use the Completion Wizard when you need to check on or adjust
the details of the work order such as additional workers and time
worked and/or chargeable inventory items.
The Completion wizard can be launched in two different ways,
- automatically when you select complete from the
mouse-over actions to the right of a work order IF a worker has not
been assigned to the work order or
- when you click 'launch completion wizard' from the Quick
4. Mobile Completion Status Panel
If you're running our Mobile app, you can specify whether the
work order should be billed to a resident on the Completion Status
This panel is visible when you change the status of a work order
to Completed. Work orders with 'Bill to Resident' checked on the
Mobile app will have automated billing logic
applied. To customize the billings of these work orders beyond the
automated billing logic, edit the Billing Info panel of a
work order from a desktop pc.
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