Flagging a Work Order for an expected vendor bill

If a Route Technician wished to notify the Admin that a vendor bill is to be expected at a later date, which applies to a particular Work Order, you have the ability to mark that and provide guidance to the Admin.

This feature is only available if you turn “Admin Approvals” on for your Route Technicians, and is activated automatically if these approvals are active.

You will see a checkbox in the Route Technician app where the technician can indicate that a bill will be received later:

When checking the box, this will be indicated on a similar checkbox in the Work Order screen on the Vendor tab:

And will also be indicated on the Admin Approvals screen, as a reminder to the Admin to potentially leave the Work Order unapproved until the bill has been received from the vendor who provided services:

It is up to the Admin as to whether they wish to uncheck the box when the bill has been received. It is not necessary and can be left checked as an indicator – once the WO has been approved by the Admin it will fall off the list regardless of whether the box remains checked or not.