Notes and attachments work the same throughout Schedule.
Working with notes
Available note types are service appointment, job appointment, service call, customer, location, equipment, and contract. Notes can be added from the Appointment context-sensitive menu on the Schedule Board and Customer Hub. Notes can also be accessed from the Appointment windows and the Service Call window.
If no notes currently exist, choose the View Notesicon.
If notes currently exist, choose the View Notesicon. Then choose the Add Noteicon.
You can view and/or create notes that are related to a/an:
NOTES TABLE
Schedule Board
Customer Hub
Service/Job Appointment
Double-click the appointment to open the Appointment window.
Right-click the appointment and choose Add New Appointment Note.
Select the customer and then choose the Open Appointments tab. Right-click on the appointment and choose Add Note.
Service Call
Right-click on the service appointment and choose View Service Call to open the Service Call window.
Select the customer and then choose the Open Appointments tab. Right-click on the service appointment and choose Open Service Call.
Select the customer and then choose the Service Calls tab. Right-click on the service call and choose Open Service Call.
Customer
Right-click the customer and choose Add Customer Note (or View Customer Notes and then choose the Add Noteicon).
Location
Right-click the customer and choose Add Location Note (or View Location Notes and then choose the Add Noteicon).
Equipment
Select the customer and then choose the Equipment tab. Right-click on the equipment and choose Add Note.
Contracts
Select the customer and then choose the Contracts tab. Right-click on the contract and choose Add Note.
View or change a service or job appointment note
Open the Notes window. See the NOTES TABLE above for information on how to open the window from the Schedule Board or Customer Hub.
Double-click the note, or select the note and choose the Edit Noteicon. The note displays.
Make any changes and choose SAVE.
Create a note
Open the Note window. (See the NOTES TABLE above on how to open the window from the Schedule Board or Customer Hub.)
Enter the Subject.
The author defaults to the current user, however you can select a different author.
Select the Reminder indicator if the note serves as a reminder note and select the Reminder Date.
Select the Printable? indicator if the note can be printed.
Enter the note text in the box.
Choose Save.
Delete a note
Open the Notes window. See the NOTES TABLE above for information on how to open the window from the Schedule Board or Customer Hub.
Select the note and choose the Deleteicon.
Working with attachments
You can view attachments that are related to a service call, a service appointment, and a job appointment. You can also add attachments that pertain to a service call, a service appointment, and/or a job appointment.
If no attachments currently exist, choose the View Attachments icon.
If there are attachments, choose the View Attachmentsicon. Then choose the Add Attachment icon
You can view and/or add attachments that are related to a/an:
ATTACHMENTS TABLE
Schedule Board
Customer Hub
Service/Job Appointment
Double-click an appointment to open the appointment.
Right-click on an appointment and choose New Appointment.
Select the customer and then choose the Open Appointments tab. Right-click on the appointment and choose Open Appointment.
Service Call
Right-click on the service appointment and choose View Service Call to open the Service Call window.
Select the customer and then choose the Open Appointments tab. Right-click on the service appointment and choose Open Service Call.
Select the customer and then choose the Service Calls tab. Right-click on the service call and choose Open Service Call.
Customer
Right-click the customer and choose Add Customer Attachment or View Customer Attachments.
Location
Right-click the customer and choose Add Location Attachment or View Location Attachments.
Equipment
Select the customer and then choose the Equipment tab. Right-click on the equipment and choose Add Attachment or View Attachments.
Contracts
Select the customer and then choose the Contracts tab. Right-click on the contract and choose Add Attachment or View Attachments.
View an attachment
Open the Attachments window. See the ATTACHMENTS TABLE above for information on how to open the Attachment window from the Schedule Board or Customer Hub.
In the Attachments window double-click the attachment to view.
Add an attachment
Open the Attachments window. See the ATTACHMENTS TABLE above for information on how to open the Attachment window from the Schedule Board or Customer Hub.
In the Attachments window, choose Add New Attachment icon. The Attachments window is displayed.
Enter the Description.
Edit the Date, if needed.
Choose SELECT FILE and In the Open window, choose the file and then choose Open. Or you can drag and drop the file to the window.
Select UPLOAD FILE.
Close the Attachments window.
Delete an attachment
Open the Attachments window. See the ATTACHMENTS TABLE above for information on how to open the Attachment window from the Schedule Board or Customer Hub.
Select the attachment and choose the Deleteicon.
JavaScript errors detected
Please note, these errors can depend on your browser setup.
If this problem persists, please contact our support.