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Where do I enter my job notes?

 

Note: Notes can only be accessed from the InvoicePay or Debrief screens.

Tap the Notes button from the menu. This will take you to a screen where you can select either Work Suggested or Work Done by tapping on either button: 

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There are currently three ways to add notes:

1. You can type in your own notes.

2. Use the speech to text option. 

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3. Or you can select from commonly used Notes templates by selecting the options available in the drop down.

Note: After the Office creates some predefined notes, you may see a list that looks something like the following and you can tap on any of the options (this is just an example):

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After you tap on an option in the list, it will be selected at the bottom of the screen. To add it, tap the Add button.  


Tap Yes.

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You will see the predefined note was added. You can also type any additional notes, or edit the predefined notes if necessary.

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Note: We highly recommend that your technicians always tap the gray Back button when leaving the Notes screen to save them locally. Technicians should then tap the blue Forward Arrow in the job/call (bottom right of screen) after completing their notes to ensure they are transmitted to SuccessWare21. 

 

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