Adding a main note

Adding a main note

This feature able you to add a note that will be visible on the main page.

Accessing

On the WO page, the button to access the note feature will be located at the top right section as indicated by the red arrow in the image below.

Then select Add Main Note

Adding the Main note

Once selected a modal will appears where you can enter a note and attach a file.  If you want mechanics to see this note on tablet select the option Note Visible for mechanic under the text box.

When saved it will be displayed within the Important items section.

 

In order to modify it, click the following icon:

 

On the main page, you will now see a red icon that if you hover over you will see the notes entered.

 

Info

You can only have one main note per workorder.

    • Related Articles

    • Adding a main note (V8)

      This function allows you to add a main note. This is visible to everyone on the workorder in the appointment list. Where is the note? In the workorder page, click on the green plus icon in the Notes box. Here you can add the Main note. How does the ...

    • Adding a customer call note

      This feature able you to add a note about a phone call to a customer. Accessing On the WO page, the button to access the note feature will be located at the top right section as indicated by the red arrow in the image below. Then select Call Customer ...

    • Adding a Recurring Car Note

      This function allows you to manually add a notification icon to indicate that a car is coming back to the workshop repetitively. Accessing On the WO page, the button to access the reccuring car note feature will be located at the top right section as ...

    • Adding a note

      This feature able you to add notes to a WO. Accessing On the WO page, the button to access the note feature will be located at the top right section as indicated by the red arrow in the image below. If you expanded the dropdown menu, then select Add ...

    • 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 ...