Sales
How to add a note or an attachment in work orders?
- Click on “Work Orders” from the main menu column on the left side.
- Click on “Work Order”.
- Click on the required work order.
- Click on “Add Note / Attachment”.
- Enter the details as below:
- Enter the date and time of entering the notes and attachments for the work order.
- : Choose the performed actions from the list. <Note: this list is editable, please review the “Edit Actions List” tutorial >
- : Choose to which the status will be updated <Note: this list is editable, please review the “Edit Status List” tutorial >
- Note: Type in the required notes with the help of the entry tools.
- : It is a tick box that enables the share with the associated client if it is checked.
- Attachments: Click on this button to uncover the uploading options.
- You can drag the file to upload or click on “Upload” to choose a file from your machine.
- Make sure that the uploading progress is complete with 100%.
- Click on “Save”.