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:

1. Note: The description. This is mandatory to fill in.
   
2. Note visible to technician: This makes the note visible on the technician's tablet.
   
3. 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.

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