Details:

Click Enter My Tech Notes on the Employee tab to add notes to a task. An office person can also add notes for techs if they have permissions to view other employees' data.


Step by Step:

Step 1: Open the Enter Tech Notes screen (Employee > Enter My Tech Notes).

Step 2: Select a date on the calendar and the tasks on that day will appear in the lower portion of the screen.

Step 3: Double click on the task, or highlight the task and click Enter Notes. The Job Details screen appears.

Step 4: Job Status: Select a status.

Step 5: Warranty Involved: Check this box if a warranty is involved on the service.

Step 6: Incomplete Options: This section is only enabled when Incomplete is selected in the Job Status section.

Step 7: Services Performed: Enter the note in this field.

Step 8: (If task is incomplete) Click Save and Record Labor/Parts/Service to create a follow up task. A message appears.

 - No: You will be directed to the Service Order.

 - Yes: You will be directed to the Add New Task screen where you will enter the Task Due Date, Customer Name, Task Description and Employee assigned to the job.

Step 9: Clicking Save and Exit will save the tech notes and return you to the Enter Notes screen.