Roles Admin, Job/User Editor, Job Editor, and User have permission to perform this task.
Internal notes allow you to capture information that will be beneficial to yourself and your colleagues for future jobs with this customer or at this location. The notes here are not viewable to your customer.
Examples of Internal Notes:
- Gate codes
- Parking instructions
- Location of equipment
- Customer particularities
Follow below to learn how to add them:
After the creation of your job, on the Job Details screen select the Pencil Icon to the right of Internal Notes near the bottom of the screen.
Tap underneath NOTE to open the keyboard and type your note. You can also use Text to Talk by selecting the microphone button. Please speak clearly, slowly, and close to the microphone for more accurate transcriptions.
When you are finished tap the Save button in the upper right corner of the screen.
Your note is now present on the job details screen.
- Job notes are always for internal use, if you would like to add a note that is visible to a customer you can add a Workflow note or a note on a job step.