Create Notes for your Work Orders 

• Main Menu > Work Orders > Select the Work Order to add a note to
• Notes Tab > +ADD
• Fill in details of Category, Alert Type, Comments as required. (Red are Mandatory fields)
• Status defaults to “Created”. Update status as per options below.
  • Status Options:
    • Created
    • Rejected
    • Review required
    • Approved

• Select “Can be Viewed by External Users” for information sharing of the note.
  • External Users options are:
    • Contractors
    • Customers
    • Clients

Notes Alerts: Alert notes will now display automatically when a record is opened, bringing critical information to the user’s attention at the right time.

• Coming soon – see below

RELEASE 2026-3 – COMING SOON!