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
Customer and Location Notes are intended to inform the technician of specific information that they need to know about either the customer or the location they are working at.
These notes can be the not to exceed dollar amount or anything the technician should be made aware of regarding the customer and/or location. When notes are added in HQ, they are shown to the technician automatically when work or travel begins on a work order in the Service app. If the customer has multiple locations, but the information they need to know is the same for all locations then you can simply enter the customer notes. If the customer has multiple locations, but the information is different for each location then enter the notes per location.
If you have an ERP, remember that is always the primary source of information - you will add the notes in your ERP and not in HQ.
Customer Notes
To add Customer Notes, in HQ complete the following steps:
- From the Admin menu select Customers.
- Locate and select the respective customer name.
- Click [Edit].
- Add the notes, then click [Save].
Location Notes
If you have an ERP, remember that is always the primary source of information - you will add the notes in your ERP and not in HQ. To add Location Notes, in HQ complete the following steps:
- From the Admin menu select Locations.
- Locate and select the respective location name.
- Click [Edit].
- Add the notes, then click [Save].
Service App
Now that the customer and/or location notes have been added, when a technician begins work or travel on the respective work order the notes will automatically display to the technician.
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