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).
Only add photos and notes related to your work order. Your facilities team as well as all internal and external service providers will see the photos and notes you attach.
LIST VIEW
ADD A NOTE
ADD AN ATTACHMENT
⦿ How to Change the Scheduled Date
- Tap the work order in the list view to open the work order details screen.
- Tap the current scheduled date.
- Pick the new date and time, and then tap Done.
The work order scheduled date has been successfully updated.
