Job Notes

Job Notes in SingleOps are fields used to add detailed descriptions or messages about a Job.

In this article:

Note Fields & Descriptions

Visit Notes on Recurring Jobs

Additional Notes about Job Notes

 

Note Fields & Descriptions

There are always 3 note fields on a Job in SingleOps: 

Internal Notes Client Notes Crew Notes
Meant for Internal office use, these Notes can be edited by Admin & Operator Users, & are intended for comments regarding the Client's service request, changes made throughout the Job, etc.  Meant for Client communication, these Notes appear by default on the Client's Proposal & Invoice documents, & are intended to convey information to the Client regarding their services.  Meant for the Assignee(s) of the Job, these Notes appear on the Job's Work Order by default, & are intended to convey specific information to the Crew regarding the work to be completed. 

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Visit Notes on Recurring Jobs  

Editing Notes on a recurring Job impacts the Visits on that Job based on the stage of the Visits & whether or not Notes have been edited on the individual Visit(s) prior to the Job's edit.  The following rules apply to editing Notes on a recurring Job & its Visits:

Jobs with all Visits in the Proposal or Active stage with no Notes on Individual Visits An edit to the Job's Notes (any type) will be applied to these Visits. 
Jobs with all Visits in the Proposal or Active stage with Notes already added to individual Visits An edit to the Job's Notes will only carry over to the Visit Notes if the Visit's Notes were blank prior to editing the Job's Notes.  Any existing Notes on a Visit will not be replaced by editing the Job's Notes. 
Jobs with Visits in the Completed or Approved stage Any edit to the Job's Notes will not affect the Notes of Visits in these stages.

 

Additional Notes

  • Editing one Visit's Notes will not impact the Job Notes or any other Visits on that Job.
  • Visit level Notes are not included in renewals 

 

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Comments

2 comments
  • Hello all, since this since this can be visible to other parties for their input, are there any updates regarding a time-stamp variable being added into these fields? Similar to the Client page "Comments" tab.

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  • Not at this time, however you can add that in when adding a new note. 

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