Editing SMO Customer
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− | Back to [[SMO]] | + | Back to [[SMO]] Home |
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=Customers and Job Sites= | =Customers and Job Sites= | ||
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Steps: | Steps: | ||
# Select the Note Type: | # Select the Note Type: | ||
− | + | ** Site Notes are to track specific information about the site such as how the techs access. | |
− | + | **Service Request: For recording service request notes, usually for jobs. | |
− | + | **Service Performed: For techs to record the work performed and also to show the work performed for invoicing purposes. | |
− | + | **Private: These notes are only for members of your company and not for customers. | |
− | + | **System Notes: System generated notes. | |
# Enter the Note text | # Enter the Note text | ||
# Select Add Note | # Select Add Note |