Creating notes in job set-up and reviewing in CRM and APP
Please see below for details of how to add notes when you are creating an appointment, that both office users will see on their monitors and field technicians will see on their mobile devices
Create your appointment and type into the notes field - then press Save
Any notes that were captured on the appointment creation screen are visible here
Also, when the appointment is complete - you can also view these notes simply by clicking on the VIEW button
and see them in the "notes" section
Field engineers can see appointment notes when they open the appointment to view the details and scroll down to appointment notes a shown in the screenshots below
If nothing appears where notes are supposed to be, it would indicate that notes were not actually recorded when the appointment was created.
Create your appointment and type into the notes field - then press Save
When you return to the appointment screen - you can see these notes at any time, simply by clicking on the black icon under the notes header
Any notes that were captured on the appointment creation screen are visible here
Also, when the appointment is complete - you can also view these notes simply by clicking on the VIEW button
and see them in the "notes" section
Field engineers can see appointment notes when they open the appointment to view the details and scroll down to appointment notes a shown in the screenshots below
If nothing appears where notes are supposed to be, it would indicate that notes were not actually recorded when the appointment was created.
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