Notations can be added to the Job Header, Equipment record, Task Record, Billing Group and to individual Appointments.

Notations are either Internal/Private or Public. Internal/Private Notations contain information for the technician/engineer; a Public Notation contains information for the Customer.

Here the user can:

Edit the notation text

View existing files

Nominate a Contact

Select options for Posting

 

The Action Menu on the Add/Edit Notation screens are options to:

Take a Photo using the devices inbuilt camera

Add a Photo from the devices photo gallery

Add Timestamp to the notation text.