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Putting Sticky Notes in the calendar & mobile app
Putting Sticky Notes in the calendar & mobile app

View the customer's location Sticky Notes in the calendar & mobile app

Beau O'Hara avatar
Written by Beau O'Hara
Updated over 3 years ago

Summary

If you want to see location information in the calendar you can add zip codes, for example, for easier scanning of the schedule in the Calendar. Add this information to the customer's Location page Sticky Note. It'll also appear in the opening page of the Work Order in the mobile app.

Key Points

  • In the customer's Location page, add your information in the Sticky Note

  • The information in the Sticky Note appears in the Work Order in the mobile app

  • Try to enter information that will be helpful to the technician
    โ€‹
    1. Go into the customer's account.
    2. On the Service Location tab, click View.
    3. Type the zip code in the Sticky Note. (You can also add the city, if that helps)
    4. Click Save.
    5. The location information appears in the calendar.

The Sticky Note also appears in the opening screen of the Work Order in the mobile app.

Tip You can add anything you want to the Sticky Note that might be offer helpful information to the technician at a glance, such as:

  • route location (north, south, east, west)

  • neighborhood (Edison Park, Leyden Township, Maine Township...)

  • notes about the property (vicious, gnarly rabbit in yard, keys under the door mat...)

  • etc.

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