6 Ways to Take Notes for a Job

Creating a job or an work order requires a lot of notes on different data elements. Here we will show you how many notes can you capture and who all can see it.

#1 Customer Notes

You can create a general Customer note in the Customer Section. This will be the notes that technicians can see in the field. It could be something like a gate code, or any other relevant information you want the field workers to see.

#2 Contact Notes

Each contact can also have notes associated with it . These are the notes that your technician’s won’t be able to see, but as admin you want to keep track of certain information.

#3 Job Notes

Job Notes in Mobile App

Job notes are viewable and editable from the mobile app.

These are details associated with this particular job. This information is visible to the technicians. Also you can send this information as part of your estimation or invoice using the legend {Note} in Invoice Template and Estimation Template.

#4 Trip Notes

Trip Notes are intended for internal team notes. These field can’t ne added to invoice or estimation. The trip notes are useful when you have multi schedule for a job and want to know what you did in the last job, as the last job may not have been assigned to you. Instead of calling the other tech the information is available to you in the app directly.

Trip notes can be edited from the app. It stamps the date time and who edited the trip note information. The same information syncs back to the website for Backoffice view as well.

#5 Explanation of Service/ Service Performed

These are the notes to be written and submitted by field workers. But it can be edited by the admin as well. This information also can be part of estimation or invoice. The legend for this field is {ExplanationServices}. Generally companies use this field to let the customer’s know what action did they take during this visit.

The Service performed can be entered from the app and be visible in the main job detail page, and also in the Notes section under Service performed. The Service Performed is also visible from Service History.

#6 Red Flag Note

If you want to mark a customer as red flagged and enter a reason why, this is the place you enter your notes. This is visible only from web application to people who have permissions to view this.