To add visit notes, employees must be assigned to a project or have the necessary permissions to view and edit notes on other projects.
Employees can add visit notes at any time, even if they are not clocked in to the project.
After selecting a project, they'll see the “Add Visit Notes” section, where they can enter their note and save it.
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Employees can also click the clip icon below this section to attach documents or images to the visit note.
Click the file field and select the file you want to upload.
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Employees can also click on "View All Notes" and it will take them to a page where they are able to see all notes for the project. They can also add Visit notes on this page by clicking on the + Symbol at the top right of this page.
Click the "Add note" field.
Click "Save"
Another way for adding notes is when employees Clock-out from the project, the system will prompt them to add a visit note. Click on "Clock Out".
Employees will be prompted to confirm the clock out in a Pop-Up screen.
Note: You can modify the clock-out time in this moment. If by any chance you forgot to clock out and now you are clocking-out late, you still have a chance to fix that before the timestamp goes to the system by selecting the right time you actually clocked out.
Once employee confirm the clock out they will receive a Pop-up asking to add any "Visit Notes/Photos". They can add them using the Clip Icon option next to "Save" Button.
