Adding Notes and Photos to a Job

One of the best ways to capture information about a Job is to add Notes and Photos to the Job Details. Often, a Technician in the field needs to communicate some details about a Job back to individuals in the office or capture an image of a repair, damage, or product serial number, or other information for the records. Similarly, office personnel might need to communicate time-sensitive updates about a Job, questions for a Technician to ask, or other vital data.

This article will show you how to add and open Notes and Photos on both the mobile app and the web application.


Web Application

Schedule/Jobs Page

Click on the Job that you wish to add a Note/Photo.

In Job Details, scroll down to the Notes and Photos cards, and click on the Plus (+) sign to add an item.

Notes 

If you're adding a Note, you can type in the field and then hit Save.

An existing Note looks like this. 

You can click Edit to make changes or Delete the Note.

Formatting Notes with Markdown

To add basic text formatting like bold, hyperlinks, and headers, you can use Markdown syntax.

With this easy-to-learn shorthand syntax, you can produce Notes with richer formatting.

Photos

Clicking on the Plus(+) sign to add a Photo will launch a standard upload dialog, in which you can browse for the file that you wish to add. Once added, it will look like this.

You may click on an existing Photo, which will open a larger version onscreen. Use the arrows to view other Photos attached to the Job, and click the Close (X) to return to the Job Details.

 


Mobile App

After opening the Job, click on the large red Plus (+) button in the lower right corner.

Select Photo or Note from the menu.

Notes

Enter your Note and then click Save.

You will then see it in the Job Details like other existing Notes.

Photos

Choose whether to take a new Photo with your camera or choose an existing Photo you already have on your phone.

Once selected, you will need to click OK to confirm the upload. Afterwards, you will see the Photo in Job Details, and you can click on it to see a larger version as above.

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