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notes
notes
Working with notes

You can view and/or create notes that are related to a service call, such as customer and location notes. You can also create notes that pertain to a service call, service appointment, or job :

  • Service call (including notes assigned to customers and locations)
  • Service appointment
  • Job appointment.

Available note types are customer, location, service call, job, and contract. Notes can be added from the appointment details or from the Customer Hub.

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