Create a Note

You can create notes for records such as service appointments, locations, service calls, job change orders, equipment, and equipment contracts.

1. Choose the Notes tab for an entity.

2. Choose the New   icon.

3. Enter a subject and text for the note.

4. In the Internal Note field, choose Yes if the information should appear only on internal reports and not on reports that are available to customers.

5. Choose the Save   icon.

The note is created and saved together with your user ID and the date and time. When you sync with the host system, the new note information is added to the appropriate record.