Where can you view notes about a work order?
SmartWare
- Work Order | Options | Notes
- Dispatch | Dispatch View: Under Edit (column) click the
(Show Notes) button - Dispatch | Calendar View: Right click on a work order form the Calendar view and select Show Notes
iPad
- Scheduled Appointments | Work Order: Customer detail panel will display the Job Description & Analysis & Work Performed notes
- Scheduled Appointments | Work Order | Job History (button): Job History panel will load displaying a list of all work orders for the selected customer. Clicking on a work order will display ALL notes associated with the work order in the bottom portion of the Job History panel
Notes and Note Types:
Work Order notes are used to record any notes specific to a work order. There are multiple note types available for recording different types of information about a work order.
Below is a brief explanation of each work order note type:
| Note Type | Functionality | Entered by? | Viewable by? |
|---|---|---|---|
| Job Descripiton | Contains information that most often briefly (sometimes extensively) describes the nature of the repair as reported by the customer |
SmartWare users (i.e. CSR)
|
Customer, SmartWare & iPad users |
| Recommended Repairs | Contains a description of the recommended service repairs needed based off the technician’s review | Technician (iPad user) |
Customer & SmartWare users
|
| Analysis & Work Performed | Used to record detailed examination of service request findings and any service work that was performed by the technician | Technician (iPad user) | Customer, SmartWare users & iPad users |
| Internal Work Order Comments | Used to recorded additional notes about the job that should not be seen outside of the software | SmartWare users (i.e. CSR) |
Only viewable from within SmartWare
|
| Technician Alert | Used to record notes provided by the technician that are not specific to the service work. • (e.g. Technician cancels work order off their iPad and enters in reason/explanation of why they removed the job from the iPad) |
Technician (iPad user) |
SmartWare users
|
| Follow Up Reason | Used to record information about why the work order is waiting to be completed. • (e.g. PO parts are on back order, customer unavailable and reschedules) |
SmartWare users (i.e. CSR)
|
SmartWare users
|