Create the work order

When a client accepts a proposal, the job isn't quite ready for the field yet. It first lands in Pending Close — a short review where you confirm the dates, site details, and deposit. Approving it creates the work order: the record your crews install from, carrying over every line item from the quote.

In this guide, you'll:

• Find an accepted deal waiting in Pending Close
• Work the close-out checklist — schedule, site access, and payment
• Approve it to create the work order

1. Open Pending Close

Under Sales, open Pending Close. This is where accepted quotes wait before they become work orders — "Review accepted quotes before work orders are created." Each row shows the quote, the client and property, the total, and a readiness counter (like 0/3 ready) for how much of the close-out checklist is done.

Select the deal to open its close-out.

2. Work the close-out checklist

The checklist has three required steps plus an optional note. A Readiness meter tracks your progress (X of 3), and everything saves as you go.

• Schedule — three date windows for the job: an Install window (when the crew strings the lights), a Plug-In window (when they return to power on the lights or set timers), and a Remove window (the post-season takedown). Pick an earliest and latest date for each; the crew picks a day inside each window.
• Site access — the gate code and timer info the crew needs to get on site and run the lights. Tick Not applicable for anything that doesn't apply.
• Payment — confirm the deposit has cleared with the Deposit collected toggle, and record the amount. The deposit is required before the work order can be cut.
• Crew note (optional) — any access quirks or customer preferences worth passing to the crew.

3. Approve and create the work order

Once Readiness reads 3 of 3, the button becomes Approve & Create Work Order. Select it, and BriteBase creates the work order, copies every line item from the accepted quote onto it, and clears the deal out of Pending Close.

4. Find your new work order

Open Operations → Hub. Your new work order is counted under Open work orders, and the Work Orders card — "Track install / strike / service tasks" — opens the full list.

Open the work order to see its detail: the client, property, and season, and a Line Items table carrying everything from the quote. Each item starts as Pending with an estimated quantity and price, ready for the crew to install. The work order opens at status Open; use Change status to advance it as the job moves through install, QC, and takedown.

Next

Your work order is open and waiting to be scheduled. Next, schedule the install — put it on the calendar and assign a crew.