Adding a note (V8)

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 fill in the details.

 

 

 

 

The following fields are listed here:

  • Note: The description. This is mandatory to fill in.
  • Note visible to technician: This makes the note visible on the technician's tablet.
  • Add attachments if necessary.

Then click Save.

 

The note is now in the Notes tab.

 

 

 

 

Clicking on the pen icon allows you to edit the note.

 

 

 

 

 

Info

Info: It is possible to add multiple notes of this type to the work order.

    • Related Articles

    • 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 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 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 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 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 ...