Adding a note (V8)
This feature allows you to add a note to a work order.
Where is the note?
In the work order page, click on the green plus icon in the Notes box. Here you can add a Note.
How does the note work?
Clicking on this note will open a pop-up where you can fill in the details.
The following fields are listed here:
- Note: The description. This is mandatory to fill in.
- Note visible to technician: This makes the note visible on the technician's tablet.
- Add attachments if necessary.
Then click Save.
The note is now in the Notes tab.
Clicking on the pen icon allows you to edit the note.
Info: It is possible to add multiple notes of this type to the work order.