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Companies
- Companies
- Parent-Child and Third-Party Relationships
- Add a Note to a Company
- Add a Task to a Company
- Find New Leads
- Merge Duplicates View
- Mandatory Purchase Order Numbers
- Record visibility
- Customising Company & Contact fields
- Customers & Suppliers
- Converting Companies & Contacts
- Creating Contacts and Companies inline
- Contacts
- Opportunities
- Calendar & Activities
- Companies
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Sales
- Sales
- Multi-currency for Sales
- Invoicing items that aren’t in stock
- Drop shipping workaround
- Managing your Quote pipeline
- Direct Debits
- Sending Statements
- Backorder Invoices
- Progressive revenue
- Subscriptions
- Bulk send Invoices
- Credit Notes
- Taking a Deposit
- Creating Invoices
- Create Freight Quotes
- Getting Started with Web Quotes
- Sales Orders
- Card Payments
- Payments
- Repeating Invoice Placeholders
- Creating Repeating Invoices
- Online Invoice Templates
- Online Sales Order Templates
- Set Up Web Quote Templates
- Quotes
- Quotes
- Warehouse
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Inventory
- Inventory
- Multi-currency for Purchasing
- Backorders
- Bay Locations
- Features
- Stock Tracking
- System Products
- Accounting details for Products
- Deactivating Products
- Products in Portal
- Suppliers
- Supplier Pricing
- Suppliers & Products
- Products
- Stock Transfers
- Barcodes
- Product Inventory Details
- Importing & exporting Product data
- Virtual Products
- Stock Adjustments
- Purchase Orders
- Enable or disable Stock-Tracking
- Training Products
- Units of Measure (UoM)
- Freight Products
- Working with Landed Costs
- Configuring Product Settings
- Stock Locations
- Stocktakes
- Product Batches
- Serial Numbers
- Different Price Types
- Purchase Orders
- Managing Stock
- Configurable Products
- Variable Products
- Time Billing
- Manufacturers and Suppliers
- FROM Location-based pricing
- TO Location-based pricing
- Requests For Quote
- Time Products
- Quantity-Based Price Breaks
- RFQ Web Templates
- PO Web Templates
- Location-based Price Breaks
- Customer-Specific Pricing
- Deleting Special Prices
- Manufacturing
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Marketing
- Marketing
- Create Marketing Lists
- Send Email Campaigns
- Creating a simple Web Form
- Smart Lists
- reCAPTCHA for Web Forms
- Facebook Lead Ads
- About Web Forms
- Insta-Buy Web Forms
- Add or Remove Contacts/Companies from Lists
- Creating a Marketing List from Advanced Filters
- Editing existing List members
- Exporting Marketing Lists
- Filtering by Lists
- Operations
- Training
- Reporting
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Admin
- Admin
- Account Options
- Pricing settings
- PDF and Email Template system preferences
- Locations
- Brand Customisation
- Product Categories
- Product Groups
- Enable Time Billing
- Customising Assets
- Custom Fields
- Delivery Resources
- Delivery Options
- Reporting Preferences
- Sales & purchase settings
- Calendar Settings
- Messaging settings
- Repeated Invoice frequency
- Company Settings
- Credit Settings
- Sales Regions
- Asset Settings
- Ticket settings
- Relationships
- Proposal-based Quotes
- Customising Training
- Prefix/Sequences settings (Record Numbering)
- Creating SMS Templates
- Invoice Settings
- Creating Email Templates
- Creating Letter Templates
- Using Letter Templates
- Using SMS Templates
- Using Email Templates
- Setting up Teams
- System security
- Users
- Activate a new User account
- Log into a User account
- Managing Connections
- Calculating Landed Costs
- Resources
- Payment Methods
- Payment Terms
- Couriers
- PDF Templates
- Service Reports
- Quote Form Templates
- System Quote Preferences
- Credit Control
- Setting up Teams
- Regional Settings
Adding Attachments and Notes to a Job Record
For enhanced visibility of information related to a Job, we’ve implemented functionality for adding Attachments, Notes and Calls to a Job record.
- Start by navigating to the Jobs Module by heading to Operations > Jobs.
- Here you’ll see a list of existing Jobs in your system. When you click a line on the grid, you’ll be taken to the unique Job record.
Just below the job summary you’ll see 3 attachment groups.
In the case of a car service, for example, you may wish to upload images of the vehicle before and after the service (for legal or internal purposes). Simply click the paperclip icon below the appropriate heading.
Then browse for the correct image and upload it to the job sheet where it will be stored for reference. Press the cross to delete the attachment or click the attachment heading to view the image.
On the record, you’ll also notice a Timeline tab below the action bar.
Here you’ll be able to view and manage any additional communications about a particular job.
To add a note, click the Note button in the action bar.
To take a car service as an example once again, this could include anything from mechanic notes about the service being performed to admin notes about customer pickup requests. Just click Save to add the note to the Timeline.
You also have the option to add Call details by clicking the Call button in the action bar, recording the call details and then clicking Save.
This can be handy if you’ve interacted with the customer regarding changes to the typical service, or perhaps you’ve contacted a supplier to source additional parts required for a unique job. Whatever it may be, your notes and call history will be displayed on the Timeline for reference.