SMO Notes

Customer Notes

Unlimited notes can be recorded for the customer. Notes are automatically recorded who took the note and the date and time of the note. Steps:

1. Select the Note Type:
   1. Site Notes are to track specific information about the site such as how the techs access.
   2. Service Request: For recording service request notes, usually for jobs.
   3. Service Performed: For techs to record the work performed and also to show the work performed for invoicing purposes.
   4. Private: These notes are only for members of your company and not for customers.
   5. System Notes: System generated notes.
2. Enter the Note text
3. Select Add Note