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  3. Adding Notes and Attachments to Client Jobs and Work Orders
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  3. Adding Notes and Attachments to Client Jobs and Work Orders

Adding Notes and Attachments to Client Jobs and Work Orders

You can add notes as well as attachments to client jobs and work orders.

Notes and attachment can be added to jobs and work orders.

  • Team Notes: visible to everyone, prints on team and supervisor work orders
  • Supervisor Notes: visible to supervisors, office staff, and admins, prints on supervisor work order notes only
  • Internal Office Notes: only visible in the app, they do not print on any work orders

 

Updated on October 20, 2017

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