Add Comments to Work Order
Sierra Smith
|
7 steps
|
26 seconds
Softbaseevolution
1
Open Invoicing from General page.
2
Open existing work order.
3
Click "Comments" tab.
4
Comments typed in first box, Enter Document Comments, will show on invoice for customer.
5
Comments typed in middle box, Enter Document Private Comments, are intended for internal use and will not be seen by customer.
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Comments entered in bottom box, Enter Additional Recommended (Mobile), are to be seen by technicians.
7
Click here to save comments to work order.