This is useful when:
Additional work is required
An issue was not fully resolved
Follow-up service is needed
The system ensures that related data, such as invoices, activity logs, and notifications, remain consistent when a work order is reopened.
Who Can Use This Feature
Access is permission-based and must be enabled at the role level.
How to Enable the Permission
Go to User Management
Select the relevant Job Title
Navigate to Roles
Click Edit
Enable the Reopen Work Order role
Once enabled, users assigned to that role (e.g., service providers or internal technicians) can reopen eligible work orders.
How to Reopen a Work Order
Navigate to a Completed Work Order
Open the Status dropdown
Select a new active status (e.g., On Route)
Confirm the action in the pop-up dialog
After confirmation, the work order is immediately moved back into the selected active status.
What Happens After Reopening
Status Change
The work order transitions from Completed to the selected active status (e.g., On Route)
Activity Log Updates
Two entries are automatically recorded:
The work order was reopened
The new status change (e.g., moved to On Route)
This provides a clear audit trail of the action.
Invoice Behavior
This is where mistakes tend to happen if you’re not paying attention.
Case 1: Approved Invoice Exists
Reopening is NOT allowed
The system blocks the action entirely
Case 2: Invoice in Pending Approval
Reopening the work order will automatically:
Move the invoice to Rejected status
Prevent resubmission until the work order is completed again
Why This Matters
The system enforces consistency:
You can’t have an active work order tied to an invoice awaiting approval
Work must be finalized again before billing proceeds
Invoice Activity Tracking
The rejection event is logged in the invoice activity
This ensures transparency on why the invoice status changed
Key Constraints
Only soft-completed work orders can be reopened
Work orders with approved invoices cannot be reopened
Reopening impacts linked invoices automatically
All actions are recorded in activity logs