This article gives you a tour of all the places you can record Notes throughout the SynkedUP system. You can leave Notes for a Customer, Property, Job, or Workarea, all of which can be viewed in both the Web App and the Mobile App.
Workflow:
Web App:
Salesperson enters Scheduling Notes for the Scheduler
Estimator enters Internal Notes on the Workarea for the Foreman
Mobile App:
Foreman enters Internal Notes for the Office Staff
Foreman enters Client Notes to send to the Customer
Web App:
Office Staff reviews Internal Notes left by the Foreman
Overview:
Lead Notes:
Go to Clients & Properties > select the Customer > scroll down to Lead Notes
Customer Notes:
Go to Clients & Properties > select the Customer > scroll down to Notes
Property Notes:
Go to Clients & Properties > select the Customer > click on the gold Properties icon > scroll down to Notes
Scheduling Notes:
Go to Estimates > select the Job > scroll down to the Scheduling Notes
Crew Notes (Job level):
There's a Crew Notes field on the Job itself (Estimates > select the Job > scroll down to Crew Notes), but this is not the field your crew reliably sees in the field. To make sure your crew gets the message, enter it as Internal Notes on the Workarea instead — see the next section.
Internal Workarea Notes:
Go to Estimates > select the Job > select the Workarea > scroll down to the Internal Workarea Notes
View Notes in the Mobile App:
Go to Time > create a Time Card > click on the Job Number at the top of the screen > click on the Notes tab
Internal & Client Notes:
Go to a Time Card for that job > hit Clock Out > hit Next twice > enter Internal Notes and Client Notes (click Send Notification) > hit Finish
View Notes in the Web App:
Go to Projects > Visits > click on the Notes icon (solid icon means notes exist)
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