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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 customerservice appointment, locationjob appointment, service call, customer, location, 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.

  • If no notes currently exist, choose the View Notes Image Addedicon.
  • If notes currently exist, choose the View Notes Image Addedicon. Then choose the Add Note Image Addedicon.

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

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NOTES TABLE

Schedule BoardCustomer Hub

Service/Job Appointment

  • Double-click the appointment to open the Appointment window.
  • Right-click the appointment and choose Add New Appointment Note.
  • 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 a service or job appointment note

  1. Open the Notes window. See the NOTES TABLE above for information 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 NOTES 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.

Delete a note

  1. Open the Notes window. See the NOTES TABLE above for information on how to open the window from the Schedule Board or Customer Hub.
  2. Select the note and choose the Delete Image Addedicon.

Working with attachments

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 service appointment.

View an attachment

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, a service appointment, and/or a job appointment.

  • If no attachments currently exist, choose the View Attachments Image Added icon.
  • If there are attachments, choose the View Attachments Image Addedicon. Then choose the Add Attachment Image Added icon

You can view and/or add attachments that are related to a/an:

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attachments_table
ATTACHMENTS TABLE

Schedule BoardCustomer Hub

Service/Job Appointment

  • Double-click an appointment to open the appointment.
  • Right-click on an appointment and choose New Appointment.
  • Select the customer and then choose the Open Appointments tab. Right-click on the appointment and choose Open Appointment.
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 Attachment or View Customer Attachments.
Location
  • Right-click the customer and choose Add Location Attachment or View Location Attachments.
Equipment
  • Select the customer and then choose the Equipment tab. Right-click on the equipment and choose Add Attachment or View Attachments.
Contracts
  • Select the customer and then choose the Contracts tab. Right-click on the contract and choose Add Attachment or View Attachments.

View an attachment

  1. Open the Attachments window. See the ATTACHMENTS TABLE above for information on how to open the Attachment window from the Schedule Board or Customer Hub.
  2. In the Attachments window double-click the attachment to view.

Add an attachment

  1. On the schedule board, right-click the service appointment, and then choose Open Service Call.  
  2. Choose the Attachment Image Removed iconOpen the Attachments window. See the ATTACHMENTS TABLE above for information on how to open the Attachment window from the Schedule Board or Customer Hub.
  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. Choose SELECT FILE and In the Open window, choose the file and then choose Open.
  8. Choose Upload File.
  9. Close the Attachments for Service Call window. Or you can drag and drop the file to the window.
  10. Select UPLOAD FILE.
  11. Close the Attachments window.

Delete an attachment

  1. Open the Attachments window. See the ATTACHMENTS TABLE above for information on how to open the Attachment window from the Schedule Board or Customer Hub.
  2. Select the attachment and choose the Delete Image Addedicon.