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Working with notes

Available note types are service appointment, job appointment, service call, customer, location, equipment, and contract. Notes can be added from the Appointment context-sensitive menu on the Schedule Board 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

  • RightDouble-click the appointment and choose Add New Appointment Note.In to open the Appointment window, if no notes currently exist, choose the View Appointment Notes Image Removed icon.In the Appointment window, if notes currently exist, choose the View Appointment Notes Image Removedicon. Then choose the Add Note Image Removedicon. 
  • 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 icon).
Location
  • Right-click the customer and choose Add Location Note (or View Location Notes and then choose the Add Note icon).
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

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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 icon. The note displays.
  3. Make any changes and choose SAVE.

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  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. Select the Reminder indicator if the note serves as a reminder note and select the Reminder Date.
  5. Select the Printable? indicator if the note can be printed.
  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., 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

Schedule BoardCustomer Hub

Service/Job Appointment

  • Double-click an appointment to open the appointment.
  • Right-click the on an appointment and choose Add New Appointment Note.
  • In the Appointment window, if no notes currently exist, choose the View Appointment Notes Image Removed icon.
  • In the Appointment window, if notes currently exist, choose the View Appointment Notes Image Removedicon. Then choose the Add Note Image Removedicon. 
  • Select the customer and then choose the Open Appointments tab. Right-click on the appointment and choose
Add Note
  • 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 Note (Attachment or View Customer Notes and then choose the Add Note Image Removedicon)Attachments.
Location
  • Right-click the customer and choose Add Location Note (Attachment or View Location Notes and then choose the Add Note Image Removedicon)Attachments.
Equipment
  • Select the customer and then choose the Equipment tab. Right-click on the equipment and choose Add NoteAttachment or View Attachments.
Contracts
  • Select the customer and then choose the Contracts tab. Right-click on the contract and choose Add NoteAttachment or View Attachments.

View an attachment

  1. On the schedule board, right-click the service appointment, and then choose Open Service Call.
  2. Choose the Attachment Image Removedicon. If an attachment exists, the icon displays as Image RemovedOpen 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 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. Choose Upload FileOr you can drag and drop the file to the window.
  8. Select UPLOAD FILE.
  9. Close the Attachments for Service Call windowwindow.

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.