Activity Log

1. Alerts

Under the Activity Log tab on the job is Alerts and Job Notes.

Adding an alert is a handy way to remind you of things,that need to be done on the job, 

such as picking up equipment ,or making a follow up phone call. Alerts are only seen

 by users who use the desktop application, alerts on not seen on the mobile app. 

Assign the alert to a specific person, fill out "To Do" and schedule the alert. 

To see a report of all alerts go to Reports-> Alerts

For more information on alerts follow the link below.

Alerts

2. Add Note

Notes are a great way to keep tabs on the Job.

Add Note, select the category, add a note or click the ellipsis for predefined notes, and choose if you want this note to create a user log.

a. To View the User Log go to Reports->User Log.

For more information on the User Log follow the link below.

User Log

b. For more information on Predefined Notes follow the link below.

Predefined Notes

c. To customize the notes categories go to:

 File->List Management-> Picklist Data-> Note Categories.

Add your custom categories along with a 4 digit code and order the list to your liking.