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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.
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| Schedule Board | Customer Hub |
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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.
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| 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.
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| Customer |
| - Right-click the customer and choose Add Customer Note (or View Customer Notes and then choose the Add Note
 icon).
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| Location |
| - Right-click the customer and choose Add Location Note (or View Location Notes and then choose the Add Note icon).
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| Equipment |
| - Select the customer and then choose the Equipment tab. Right-click on the equipment and choose Add Note.
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| Contracts |
| - Select the customer and then choose the Contracts tab. Right-click on the contract and choose Add Note.
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View or change
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a service or job appointment note
Open the Notes window. See the NOTES TABLE above for information on how to open the window from the Schedule Board or Customer Hub.
- Double-click the note, or select the note and choose the Edit Note
icon. The note displays. - Make any changes and choose SAVE.
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Open the Note window. (See the NOTES TABLE above on how to open the window from the Schedule Board or Customer Hub.)
- Enter the Subject.
- The author defaults to the current user, however you can choose a different author.
- Select the Reminder indicator if the note serves as a reminder note and select the Reminder Date.
- Select the Printable? indicator if the note can be printed.
- Enter the note text in the box.
- Choose Save.
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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 , a service appointment, and/or a job appointment.
- If no attachments currently exist, choose the View Attachments
icon. - If there are attachments, choose the View Attachments
icon. Then choose the Add Attachment icon
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| Anchor |
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| attachments_table |
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| attachments_table |
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ATTACHMENTS TABLE | Schedule Board | Customer Hub |
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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.
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| 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.
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| Customer |
| - Right-click the customer and choose Add Customer Attachment or View Customer Attachments.
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| Location |
| - Right-click the customer and choose Add Location Attachment or View Location Attachments.
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| Equipment |
| - Select the customer and then choose the Equipment tab. Right-click on the equipment and choose Add Attachment or View Attachments.
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| Contracts |
| - Select the customer and then choose the Contracts tab. Right-click on the contract and choose Add Attachment or View Attachments.
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