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You may also add a note to multiple work orders. See Adding Notes and Changing the Scheduled Date in Batch for more information.

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1. From the Work Orders list screen, located the desired work order, and then click Add Notes.

2. In the Notes text box, enter the details of the note.

3. (Optional) Check the Action Required box to alert recipients to take further action on a work order.

4. (Optional) Inside the Add Addressee(s) box, type or select the name(s) of the people you wish to copy to the note.

5. (Optional) Click the Select a File button, to add, up to 5 attachments with brief descriptions.
6. Click Save and Send Note to complete the process.

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1. In the detailed view of the desired work order, under the Attachments & Notes tab, click Add Note/Update Schedule Date. The Note <#> for <WO #> window opens.
2. Enter your notes in the Notes text box.
3. (Optional) Check the Action Required box.
4. (Optional) Inside the Add Addressee(s) box, type or select the name(s) of the people you wish to copy to the note.
5. (Optional) Check the Send a Copy to Myself box, and (when not available) enter desired email in the My Email box.
6. (Optional) Add an attachment:
   1. In the bottom of the Note <#> for <WO #> window, in the Add Attachment section, click Select a File.
   2. Browse to the location of the desired file, and click Choose. The selected file appears in the Notes window.
   3. Enter a brief description about the attachment.
   4. Repeat steps 7a - 7c to add up to 5 files.
7. Click Save and Send Note. The note details display in the Attachments & Notes tab. The selected recipients receive email notifications.

When you receive an email notification about a note added to a work order, you can add a new note from the email. In the email, you can see the last and the last but one added note (if any).

Some clients may have a limit on the maximum number of times a work order can be rescheduled to a later date. Should one or more of your clients have this setting, when you have rescheduled a work order the maximum number of times, you will get a warning message. Should you try to reschedule the work order after this, the status changes to Open/Declined, and the work order is automatically reassigned to a different service provider.

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Note: You may process up to 200 work orders in a batch.

You may also add an attachment to a work order through email by sending an email with the attachment to attachments@servicechannel.net with the tracking number of the work order in the email subject.

1. In the detailed view of the desired work order, under the Attachments & Notes tab, click Add Attachment on the left side of the panel. The Upload Attachment modal opens.
2. Click Browse a file, browse to the location of the desired file, and then click Choose.
3. Enter a brief description of the attachment.
4. Click Upload. The new attachment displays in the left section of the page.

1. In the detailed view of the desired work order, under the Attachments & Notes tab, click Add Note/Update Schedule Date. The Note <#> for <WO #> window opens.
2. Enter your notes in the Notes text box.
3. In the bottom of the Note <#> for <WO #> window, in the Add Attachment section, click Select a File.
4. Browse to the location of the desired file, and click Choose. The selected file appears in the Notes window.
5. Enter a brief description of the attachment.

6. Repeat steps 3 - 5 to add more files.

   Note
   You may add up to 5 attachments at a time.

   
   

7. Click Save and Send Note. The attachments display under the Attachments & Notes tab, and a note appears with the details of the attachments

1. In the detailed view of the work order, under the Attachments & Notes tab, click the Delete icon next to the desired attachment. The attachment is removed, and note displays indicating the attachment was deleted.

   Note
   In case an attachment was added through the Invoice module, only the user who added the attachment can delete it. The Delete icon next to a file added through the Invoice module is greyed out for all other users.