Adding a note

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 Note 

 

Adding a note

By clicking on this icon window appears where you can write some text. If you want mechanics to see this note on tablet select the option Note Visible for mechanic under the text box.

After you finish writing just press the Save button and your notes will be saved on the work order.

 

When there is a note added it will be displayed within the Important items section.

 

Updating a note

You can edit the note by simply clicking  the button indicated in the image below.

Once the note is updated, the note will display who and when the note was last updated.

    • Related Articles

    • 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 ...
    • 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 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 ...
    • Setting a WO as backorder

      Only available when the WO status is Customer OK, Car Ready and Quality Check performed, this feature able you to indicate a workorder as backorder. Accessing On the WO page, the button to access the note feature will be located at the top right ...