Step by step
- Open the job and tap Note to office.
- Type the note (up to 2,000 characters).
- Tap Send note.
Good uses
Sales leads ("wants a quote for a new colour machine"), things the office must know for invoicing, or anything to keep on the job record. For a quick question, use Message the office about this job instead.
This needs signal.
Ideas to try
- Ask engineers to note every sales lead they hear on site. The office can turn it into a quote the same day.
Works together with
- Message the office about a jobOpens a chat linked to this job, shared by the office and the engineer assigned to it. Good for questions, photos and quick updates.
- Activity: everything that happened on jobsA log of every event on every job: who did what and when, with the location when the engineer shared it. Filter by dates, person and job, and export to CSV. History is kept permanently.
- Create a quoteStart a new draft quote for a company, with a title and optional notes for the customer, then add the lines.