Summary
Notes provide a variety of purposes. They give information to office staff, to technicians using the mobile app, to customers in their Work Orders, and from technicians to office staff.
Key Points
Notes provide a variety of purposes depending on where they are created.
Customer Sticky Notes
Service Location Sticky Notes
Work Order, Notes tab
Work Order Report Footer text
Work Order Report Addendum Message text
Invoice Memo
Invoice Footer text
Fieldwork Office App
Customer Sticky Notes:
Create in the customer's billing page
Appears in the Calendar popup when the appointment is clicked
Service Location Sticky Notes:
Create in the customer's location page
Appears underneath the customer's name in the Calendar appointment
Appears in the Calendar popup when the appointment is clicked
Appears in the location note in the Fieldwork Office app (1st page)
Appears in the location note in the Fieldwork Office app (inside Work Order)
Appears in every Work Order for the customer
Work Order, Notes tab:
Service Instructions:
a. Create in the Work Order, Notes tab
b. Appears in the Service Instructions in the Fieldwork Office app (1st page)
c. Appears in the Service Instructions in the Fieldwork Office app (once inside the Work
Order)
d. Appears in the Work Order it is created in only
Character limit is 5000 characters
Technicians Notes & Comments:
a. Entered by tech in Fieldwork Office app under Report Findings - Notes
b. To view, go to the Work Order, Notes tab in your browser
c. Appears in the Work Order it is created in only
Character limit is 5000 characters
Appears in the work order sent to the customer
Private Notes:
a. Created by tech in Fieldwork Office app; not shown to customer
b. To view, go to the Work Order, Notes tab in your browser
c. Appears only in the Work Order it is created in
Character limit is 5000 characters
Photos:
a. Character limit is 300 characters per photo
Work Order Report Footer text:
Create in Settings/Work Orders
Appears in all Work Orders sent to the customer
Work Order Report Addendum Message text:
Create in Settings/Work Orders
Appears in all Work Orders sent to the customer
Invoice Memo:
Open the Invoice in the browser and enter the text there
Appears in that Invoice sent to customer
Invoice Footer text:
Enter the text in Settings/Invoices
Appears in all Invoices sent to the customer
Fieldwork Office App:
Report Findings - Notes
Appears in Technicians Notes & Comments Filled in the Work Order Notes tab
Appears in Work History in the mobile app
Private notes
Appears in Private notes in the Work Order Notes tab
In summary, the notes that are viewable by the customer are:
Work Order
Technicians Notes & Comments entered in the mobile app
Work Order Report Footer text
Work Order Report Addendum Message text
Invoice
Invoice Memo
Invoice Footer text