Notes and attachments work the same throughout Schedule. 

Anchor
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 or service :

• 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 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

   service

   appointment to open the Details window. 

2. Choose the Notes Image RemovedImage Added button. The Service Notes window is displayeddisplays. If the Notes icon displays as blank Image RemovedImage Added, 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

1. On the schedule board,

   double

   right-click the

   service

   appointment and choose Add New Appointment Note.

   Choose the NotesImage Removed icon. The Service Notes window is displayed

    

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

   
   

2. Choose Add New NoteImage RemovedNote Image Added icon. The Note Detail window is displayed.
3. Enter the Subject.
4. The author defaults to the current user however you can choose a different author.
5. Specify whether the note serves as a reminder note (Reminder) and/or can be printed (Printable).
6. Enter the note text in the box.
7. Choose Save.

...

You can view attachments that are related to a service call, a service appointment, and a job appointment. You can also add attachments that pertain to a service call or , a service appointment, and a job appointment.

View

...

a service call attachment

1. On the schedule board, right-click the service appointment, and then choose Open Service Call.
2. Choose the Attachment Image RemovedImage Addedicon. If an attachment exists, the Attachment icon displays as blank Image Removed, no attachments have been addedas Image Added.
3. In the Attachments for Service Call window double-click the attachment to view.

Add an attachment to a service call

1. On the schedule board, right-click the service appointment, and then choose Open Service Call.  
2. Choose the Attachment Image RemovedImage Added icon.
3. In the Attachments for Service Call window, choose Add New Attachment icon. The Attachments window is displayed.
4. Enter the Description.
5. Edit the Date, if needed.
6. Select Choose File.
7. In the Open window, choose the file and then choose Open.
8. Choose Upload File.
9. Close the Attachments for Service Call window.

View a service appointment attachment

1. On the schedule board, double-click the service appointment to open the service appointment window.
2. Choose the AttachmentImage Addedicon. If an attachment exists, the icon displays as Image Added.
3. In the Attachments window double-click the attachment to view.

Add a service appointment attachment

1. On the schedule board, double-click the service appointment to open the service appointment window.  
2. Choose the AttachmentImage Added icon.
3. In the Attachments window, choose Add New Attachment icon. The Attachments window is displayed.
4. Enter the Description.
5. Edit the Date, if needed.
6. Select Choose File.
7. In the Open window, choose the file and then choose Open.
8. Choose Upload File.
9. Close the Attachments window.

View a job appointment attachment

1. On the schedule board, double-click the job appointment to open the job appointment window.
2. Choose the AttachmentImage Addedicon. If an attachment exists, the icon displays as Image Added.
3. In the Attachments window double-click the attachment to view.

Add a job appointment attachment

1. On the schedule board, double-click the job appointment to open the job appointment window.  
2. Choose the AttachmentImage Added icon.
3. In the Attachments window, choose Add New Attachment icon. The Attachments window is displayed.
4. Enter the Description.
5. Edit the Date, if needed.
6. Select Choose File.
7. In the Open window, choose the file and then choose Open.
8. Choose Upload File.
9. Close the Attachments window.