Notes Section

Created by Ezra Weinstein, Modified on Mon, 19 Sep 2022 at 04:15 PM by Hannah Harris

In this section, you can add notes to the work order. Click the note icon (HH) to add a new note. You can view the note's details (JJ), including the date and time the note was added, the name of the note, the text of the note, and which technician added the note. To edit the note, click the pencil icon (KK), or to delete the note, click the trash can icon (LL).



When you are adding or editing a note, the Enter Note window will pop-up, where you can add/edit the note by using the following options:


  • Note (MM): Input the name of the note.
  • Detailed Note (NN): Input the text of the note.
  • Internal Note (OO): Check the checkbox if you do not want this note to be seen by the customer on the sale receipt for the work order. If you mark the note as internal, the note will appear pink in the Notes section.
  • Cancel (PP): Click the Cancel button if you do not want to add the note.
  • Save (RR): Click the Save button to save the note.

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