Once the customer order has been completed, the employees on site can complete the order, thus blocking the further recording of times, expenses, materials and services for this order. To do this, click on the Finish work button in the Completion tab. Before doing so, you can leave the information for your accounting department in the Invoicing instructions field for subsequent order invoicing.
The order is locked. A lock appears in front of the order number in ems Mobile.
The customer order in ems Web also appears with a lock.
The close function in ems Mobile corresponds to the block function in ems Web.
When the order is completed, a service report can be created and signed by the customer. Use the yellow Sign function for this.
The next screen will contain all data on personnel deployment, materials used and services rendered. The customer confirms the correctness of the data in the service report with their signature (1). On completion, the report can be sent to the specified e-mail address (2). The customer order is completed by clicking on Work done. The saved report then appears in the Documents tab of the respective order.
Further processing of the service order is only possible in ems Web. More about the further procedure: Order status and billing