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Where Should I Go to Add a Note/Attachment?

You can add notes and attachments to a work order either from the work order list view or the detailed view.

Under the Notes tab on the work order details screen, you can: 

• View and create communications between your team and/or the provider.
• View automatically generated system notes, such as when a work order gets reassigned or moved to a different status.

For each work order note, you can find the following information:

• A number next to the blue envelope that indicates the number of people who were sent an email notification of that particular note.
• Photos attached to the work order if any.
• Whether the note was marked with the Action Required flag.

Photos and videos are added to work orders as supporting evidence. You can add them either while you are creating the work order, or after the work order is dispatched (as additional notes).

Adding a Note

After you have posted a work order note, the following happenschanges take place:

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Column width 55% Image Added Column width 15% An email notification is sent to the selected recipient(s). You can tap the blue envelope ✉ icon to view the list of emails the work order notification was sent. Column width 45% Image Removed

Adding an Attachment

Image Removed

Photos and videos are added to work orders as supporting evidence. You can add them either while you are creating the work order, or after the work order is dispatched (as additional notes).