Work Performed Comments

The work performed comments allows the Technician to input what work they have completed on the work order. The 'Work Performed' comments section allows technicians to detail the tasks they have completed on the work order. By adding multiple comments, technicians can provide a comprehensive account of the repair process. Each comment is date- and time-stamped, which is visible to both back-office staff and technicians. This helps address any customer concerns about the time taken to complete the repair.

Additionally, there are Company Settings within HQ that can be configured to set a time frame that will then require the Technician to enter Work Performed comments, if they have not by the time set. Click here to learn more.

To navigate to this screen: Select a work order from the WIP screen

1. Within the Work Order Details screen on the top right, select the 3 dots.
2. From here select Work Performed. The Technician can then enter their work performed comments.

NOTE: By default this field is required on Service type work orders and must be entered to complete the work order.

From this screen the Technician can enter work performed comments. The Service app also provides the problem description of the work order within this screen for quicker reference. To add comments, press within the text box and when finished select save.

TIP: If enabled, the Technician can use Talk to Text when entering comments. Often this is shown as a microphone on the tablet keyboard.

The Technician can add multiple days worth of comments within this screen and has the ability to edit/delete comments.

When enabled, technicians must enter Work Performed Notes before starting a new work order or travel if no notes have been recorded for the current day within the specified time frame. If a minimum character count is set, technicians must also meet that requirement before proceeding.