Adding a main note

Adding a main note

This feature able you to add a note that will be visible on the main page.

Accessing

On the WO page, the button to access the note feature will be located at the top right section as indicated by the red arrow in the image below.

Then select Add Main Note

Adding the Main note

Once selected a modal will appears where you can enter a note and attach a file.  If you want mechanics to see this note on tablet select the option Note Visible for mechanic under the text box.

When saved it will be displayed within the Important items section.


In order to modify it, click the following icon:


On the main page, you will now see a red icon that if you hover over you will see the notes entered.

You can only have one main note per workorder.


    • Related Articles

    • Adding a customer call note

      This feature able you to add a note about a phone call to a customer. Accessing On the WO page, the button to access the note feature will be located at the top right section as indicated by the red arrow in the image below. Then select Call Customer ...
    • Adding a note

      This feature able you to add notes to a WO. Accessing On the WO page, the button to access the note feature will be located at the top right section as indicated by the red arrow in the image below. If you expanded the dropdown menu, then select Add ...
    • Adding a Recurring Car Note

      This function allows you to manually add a notification icon to indicate that a car is coming back to the workshop repetitively. Accessing On the WO page, the button to access the reccuring car note feature will be located at the top right section as ...
    • Setting a WO as backorder

      Only available when the WO status is Customer OK, Car Ready and Quality Check performed, this feature able you to indicate a workorder as backorder. Accessing On the WO page, the button to access the note feature will be located at the top right ...
    • Pinning a note to an intervention.

      The pin note is an effective way to highlight an intervention and keep track of any progression made on it. The pin note can be used for simple remarks or to tag specific intervention items under warranty or recall. By using this feature, you will ...