Guided walkthrough
Tutorial 3: Complete work and prepare billing
Operational completion and billing review follow one traceable path.
Audience: Manager, finance admin
Walkthrough video
Tutorial 3: Complete work and prepare billing video
A focused walkthrough video so managers can train on this workflow without reading the full guide first.
Training steps
Run these in a test workspace, then repeat them with the manager or operator who owns the workflow.
- 1Open the Warehouse 3 emergency repair visit assigned to Aria K.
- 2Mark repair and diagnostics tasks complete and add completion notes.
- 3Review service price, spare parts usage, and invoice details.
- 4Generate or open the invoice view.
- 5Check that billing status matches the customer and service agreement.
Success criteria
You're done when…
Operational completion and billing review follow one traceable path.