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notes
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Working with notes

You can view and/or create notes that are related to a:

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

Available note types are appointment, service call, customer, location, service call, jobequipment, and contract. Notes can be added from the Appointment context-sensitive menu on the Schedule Board , the Appointment Details window, and from the Customer Hub.

View or change an appointment note

  1. On the schedule board, double-click the appointment to open the Details window. 

  2. Choose the Notes Image Removed button. The Notes window displays. If the Notes icon displays as blank Image Removed, no notes are available.
  3. Double-click the note, or select the note and choose Select. The Note Detail window is displayed.
  4. Make any changes and choose Save.

Create a note

On the schedule board, right-click the appointment and choose Add New Appointment Note. 

Note

You can also double-click the appointment to open the Details window. Then choose the Notes Image Removed icon.

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and Customer Hub. Notes can also be accessed from the Appointment windows and the Service Call window.

You can view and/or create notes that are related to a:

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notes_table
NOTES TABLE

Schedule BoardCustomer Hub

Appointment

  • Right-click the appointment and choose Add New Appointment Note.
  • In the Appointment window, if no notes currently exist, choose the View Appointment Notes Image Added icon.
  • In the Appointment window, if notes currently exist, choose the View Appointment Notes Image Addedicon. Then choose the Add Note Image Addedicon. 
  • Select the customer and then choose the Open Appointments tab. Right-click on the appointment and choose Add Note.
Service Call
  • Right-click on the service appointment and choose View Service Call to open the Service Call window.
  • Select the customer and then choose the Open Appointments tab. Right-click on the service appointment and choose Open Service Call.
  • Select the customer and then choose the Service Calls tab. Right-click on the service call and choose Open Service Call.
Customer
  • Right-click the customer and choose Add Customer Note (or View Customer Notes and then choose the Add Note Image Addedicon).
Location
  • Right-click the customer and choose Add Location Note (or View Location Notes and then choose the Add Note Image Addedicon).
Equipment
  • Select the customer and then choose the Equipment tab. Right-click on the equipment and choose Add Note.
Contracts
  • Select the customer and then choose the Contracts tab. Right-click on the contract and choose Add Note.

View or change an appointment note

  1. Open the Notes window. (See the NOTES TABLE above on how to open the window from the Schedule Board or Customer Hub.)

  2. Double-click the note, or select the note and choose the Edit Note Image Addedicon. The note displays.
  3. Make any changes and choose SAVE.

Create a note

  1. Open the Note window. (See the table above on how to open the window from the Schedule Board or Customer Hub.)

  2. Enter the Subject.
  3. The author defaults to the current user, however you can choose a different author.
  4. Specify whether Select the Reminder indicator if the note serves as a reminder note (Reminder) and/or note and select the Reminder Date.
  5. Select the Printable? indicator if the note can be printed (Printable).
  6. Enter the note text in the box.
  7. Choose Save.

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