Where do I put in my notes for the job I am on now (Work Suggested and Work Done Notes)?
Note: You can only access the Notes from the Invoice, Pay or Debrief screens.
First, hit the Notes button from the menu. This will take you to a screen where you can select either Work Suggested or Work Done by tapping on either button:
There are currently three ways to add Notes in.
1. You can type in your own notes.
2. Use the speech to text option
3. Or you are able to select from commonly used Notes templates by selecting the options available in the drop down.
After the Office creates some predefined notes, you may see a list that looks something like the following and you can tap on any of the options (this is just an example):
After you tap on an option in the list, it will be selected at the bottom of the screen. To add it, click the Add button
You will see the predefined note was added.
You may also type any additional notes you want, or edit anything you added through the templates at any time.
We highly recommend that your technicians hit the Forward Arrow after completing the Notes to make sure they are submitted directly to SuccessWare21. You also want to make sure they always hit the Back button when leaving the Notes screen to save them locally. In the Office -To Add, Edit or Delete the Predefined work Notes, please follow this link: How do I create or change the "Work Suggested" & "Work Done" Notes Templates?
If you require further assistance, please reach out to the Support Team using any of our channels -
Email: [email protected]
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