Working with notes and attachments

Notes and attachments work the same throughout Schedule. 

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Working with notes

You can view and/or create notes that are related to a:

• Service call (including notes assigned to customers and locations)

• Service appointment

• Job appointment.

Available note types are customer, location, service call, job, and contract. Notes can be added from the Appointment context-sensitive menu on the Schedule Board, the Appointment Details window, and from the Customer Hub.

View or change an appointment note

1. On the schedule board, double-click the appointment to open the Details window. 

2. Choose the Notes button. The Notes window displays. If the Notes icon displays as blank, no notes are available.

3. Double-click the note, or select the note and choose Select. The Note Detail window is displayed.

4. Make any changes and choose Save.

Create a note

1. On the schedule board, right-click the appointment and choose Add New Appointment Note. 

   You can also double-click the appointment to open the Details window. Then choose the Notes icon.

   
   

2. Choose Add New Note icon. The Note Detail window is displayed.

3. Enter the Subject.

4. The author defaults to the current user however you can choose a different author.

5. Specify whether the note serves as a reminder note (Reminder) and/or can be printed (Printable).

6. Enter the note text in the box.

7. Choose Save.

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 a job appointment.

View a service call attachment

1. On the schedule board, right-click the service appointment, and then choose Open Service Call.

2. Choose the Attachment icon. 

3. In the Attachments for Service Call window double-click the attachment to view.

Add an attachment to a service call

1. On the schedule board, right-click the service appointment, and then choose Open Service Call.  

2. Choose the Attachment icon.

3. In the Attachments for Service Call window, choose Add New Attachment icon. The Attachments window is displayed.

4. Enter the Description.

5. Edit the Date, if needed.

6. Select Choose File.

7. In the Open window, choose the file and then choose Open.

8. Choose Upload File.

9. Close the Attachments for Service Call window.

View a service appointment attachment

1. On the schedule board, double-click the service appointment to open the service appointment window.

2. Choose the Attachment icon.

3. In the Attachments window double-click the attachment to view.

View a job appointment attachment

1. On the schedule board, double-click the job appointment to open the job appointment window.

2. Choose the Attachment icon. 

3. In the Attachments window double-click the attachment to view.