Once all services have been completed, the workorder must be formally closed so the system can finalize all accounting, service history, and reporting processes.

Although closing a workorder requires only a simple command, it is one of the most important procedures in MLS 2026 because this process officially transfers the completed work into the permanent system records.

Before closing a workorder, always verify that:

•All work has been entered

•Totals are correct

•Payments are properly posted

•Recommendations and notes are complete

Careful review at this stage prevents:

•Accounting errors

•Missing history entries

•Incorrect customer balances

•Incomplete documentation

Before Closing A Workorder

Prior to performing the closing routine, review the workorder carefully.

Review The Printed Invoice

Always review the printed workorder or preview display to verify:

•All labor items are present

•All parts are included

•Quantities are correct

•Pricing appears accurate

•The printed descriptions communicate clearly

This is your final opportunity to verify:

•Completeness

•Accuracy

•Professional appearance

before the invoice becomes permanent history.

Verify Notes And Recommendations

Be sure all:

•Technician observations

•Customer concerns

•Recommendations

•Inspection comments

•Warranty notes

have been entered into their proper sections.

These entries become part of:

•The permanent vehicle history

•Future service reference

•Customer communication records

Incomplete notes today often create confusion later.

Double Check Totals And Payments

Before closing:

•Review the Totals screen carefully

Verify:

•Taxes

•Fees

•Discounts

•Deposits

•Credit card processing

•Accounts receivable posting

•Payment methods

Make certain:

•The payment information matches what was actually received

This is especially important for:

•Split payments

•Credit card transactions

•Partial payments

•Accounts receivable balances

Closing The Workorder

When everything has been verified:

1.Return to the main Workorder Browse screen

2.Highlight the completed workorder

3.Click:

oClose WO

The system will then:

•Recalculate totals

•Process accounting entries

•Update history files

•Finalize reporting data

•Store the completed invoice

At this point:

•The workorder becomes CLOSED

The workorder may still be:

•Viewed

•Printed

•Reviewed

but it can no longer be edited unless specifically reopened by an authorized administrator.

Timing Of Closing

There is no strict time requirement for closing workorders.

However, best practice is:

•Close workorders immediately after service completion and payment posting

This helps maintain:

•Accurate daily records

•Proper accounting flow

•Up-to-date service history

Network Operation

On multi-user network installations:

•Workorders may be closed while other users continue working normally

MLS 2026 fully supports:

•Simultaneous multi-user operation

Workorders may also be:

•Closed individually throughout the day

without disrupting:

•Inventory

•Accounting

•Other workstation activity

Live Updating

One important feature of MLS 2026 is that many operational areas update immediately when entries are made.

For example:

•Inventory adjustments occur when parts are entered

•Payroll/job costing updates when labor is entered

•Deposit records process when deposits are posted

These functions do NOT wait until workorder closing.

This provides:

•Real-time system accuracy

•Live inventory tracking

•Immediate profitability analysis

•Current accounting balances

The closing process itself primarily finalizes:

•Accounting history

•Invoice status

•Permanent service records

After Closing

Once closed, the workorder becomes:

•Permanent historical documentation

The completed workorder may then be used for:

•Service history review

•Warranty tracking

•Client communication

•Financial reporting

•Technician analysis

•Future diagnostics

Because MLS 2026 uses an “enter once, apply universally” philosophy, closing the workorder completes the entire operational cycle for that service visit.

Best Practices

•Never close a workorder before reviewing the printed invoice

•Verify all payments carefully

•Confirm recommendations and notes are complete

•Close workorders promptly after completion

•Use closing as the final quality-control step

•Remember that closed workorders become permanent records

Proper workorder closing ensures that MLS 2026 maintains complete, accurate, and professional operational records across every area of the business.

Finish Workorders