Work order notes Follow
You have different variants of notes you can see on the work order card
- Job description
- Invoice comment
- Order note
- Customer note
Job description
- A description of the job to be done
- Transferred to work order/handheld
Invoice comment
- Copied from the work order description
- If one does not make a change, this will be the text that the customer sees on the invoice
- Make a change and it will be locked to invoice text
- Changes made to order description will not affect invoice text after this
Order note
- The case manager is often the one using this field
- These may be notes around conversations made with the customer, why hours led do not match what is being billed, ......
Customer note
- Here you will see notes you have made on customer cards
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