Customer and Location Notes
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What is the purpose for Customer and Location Notes?
How do I create Customer Notes?
How do I create Location Notes?
How does the technician view the Customer/Location Notes in the Service app?
Purpose
NOTE: In the Service app version 2.68.0, Tinnacity chose to change the color of the [Notes] button to blue instead of red, as blue better represents 'information' rather than red, which typically indicates an error or warning. The [Notes] button on the Location card has also been updated to blue.
Customer Notes
- From the Admin menu select Customers.
- Locate and select the respective customer name.
- Click [Edit].
- Add the notes, then click [Save].
Location Notes
- From the Admin menu select Locations.
- Locate and select the respective location name.
- Click [Edit].
- Add the notes, then click [Save].
Service App
NOTE: In Service app version 2.68, Tinnacity chose to change the color of the [Notes] button to blue instead of red, as blue better represents 'information' rather than red, which typically indicates an error or warning.
TIP: To view the notes at any time, click the red [Notes] button in the Location card.
NOTE: Customer and Location notes are only viewable by the technician, they are not printed on the completed work order PDF