This change gives customers tighter operational control and prevents premature invoicing for unconfirmed work.
Why This Matters
Previously, third-party service providers could mark a work order as Completed and submit an invoice without customer confirmation. That created risk—both operationally and financially.
With this new setting enabled:
Final completion is aligned with customer confirmation
Invoices can only be submitted after approval
Teams gain clearer accountability and more accurate financial outcomes
How to Enable the Setting
Go to General Settings
Scroll down to find Require approval for third-party work order completion
Enable the setting
Once enabled, this setting applies system-wide to third-party work orders.
What Changes in the Work Order Flow
For Third-Party Service Providers
They cannot move a work order directly to Completed
They can only move it to Completed – Pending Review
They cannot add an invoice while the work order is in this status
They must wait for customer approval to proceed
For Customers (Reviewers)
When a work order is in Completed – Pending Review, authorized customer users can:
Confirm the work is completed, or
Mark the work order as Not Fixed if the work was not completed
Only after confirmation is the work order moved to Completed, allowing the service provider to add an invoice.
Assigning Reviewers
Reviewer permissions are controlled through Job Titles.
To assign reviewer access:
Go to Job Titles
Select the relevant job title
Enable Internal Reviewer – Work Order Completion
What This Permission Does
Users with this role can move work orders out of Completed – Pending Review
They can mark the work order as Completed or Not Fixed
Users without this permission will not see these actions
Note: Third-party service providers will never have this permission.
Summary
Third-party work orders now require customer approval before completion
Invoicing is blocked until approval is given
Reviewer access is controlled via job titles
This change improves oversight, accuracy, and financial control
If you want this level of control over third-party work, enable the setting today in General Settings.