- Open the Call record. Depending on your workflow process, locate Calls in the Workflow > Service > Tech Done Calls bucket, or have a Call open that is ready to be completed
- Review the Call Resolution and ensure all details including Labor (labour) and Parts have been added and shipped
- From the Extended Menu, select Check Dispatch Close. The system will perform a check of all items that might prevent a Call from closing including un-posted Time Bills. For a complete list of Items checked by this procedure, see Service Call Close Check
- Click the Call Extended Menu > Mark Call Complete
- The Status field changes to COMPLETE and will appear in the Workflow > Service > Completed Calls bucket. The Call record is now ready for action by the next person in your workflow process such as Accounts Receivable, for invoicing
- Depending on your configuration, you may also notice system sets the record within the Dispatch Q to Status = ACCOUNTING