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🎮 Interactive Demo
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Prefer to follow written steps? Continue reading below.

Notes let you record important updates, handover information, and site observations directly on a work order. Any user can add notes — but you can only edit or delete your own.

Select the work order — From the Work Orders list, click the Work Order Code to open it.

Click the Notes tab — In the tab bar at the top of the work order, click Notes.

Click into the Enter Notes field — Click the text field at the top of the Notes panel to start typing.

Type your note — Enter any relevant information such as site observations, follow-up actions, or handover details.

Click Add — Press the Add button to save the note. It will appear in the notes list stamped with your name and the date and time.

Click the Edit (pencil) icon — Next to any note you have authored, click the pencil icon to open it for editing. You can only edit your own notes.

Revise the text — Update the note content as needed.

Click Update — Press Update to save your changes.

Click the Bin (delete) icon — Next to any note you have authored, click the bin icon to delete it. You can only delete your own notes.

💡 Tip: Use notes to record anything not captured in the checklist — access issues, instructions for the next technician, or follow-up actions required after job completion.