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Notes - where they go
Notes - where they go

And which ones the customer can see, which ones the tech can see...

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

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

  • Mobile 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 mobile app  (1st page)

  • Appears in the location note in the mobile 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 mobile app (1st page)
  c. Appears in the Service Instructions in the mobile app (once inside the Work Order)
  d. Appears in the Work Order it is created in only
     Character limit is 2000 characters

Technicians Notes & Comments:
  a. Entered by tech in mobile 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 2000 characters
      Appears in the work order sent to the customer

Private Notes:
  a. Created by tech in mobile 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 2000 characters

Photos:
  a. Character limit is 300 characters per photo

Work Order Report Footer text:

Work Order Report Addendum Message text:

Invoice Memo:

  • Open the Invoice in the browser and enter the text there
    Appears in that Invoice sent to customer

Invoice Footer text:

Mobile 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

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