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 Available in Editions: All Editions

- Permission Required: Notes

Add Notes 

1. Click on the module record to which you would like to add notes.
   
2. Go to the Notes tab and click Add Note.
   
3. In the Add Note dialog, enter the note and click Save.
   Click Add Title to include a title for the note. You can either drag and drop the attachments or select them from your computer. Click the Edit icon [] to make changes to the file name, if any, and click to save the changes. To a note, you can include a maximum of 20 attachments provided their combined size is only up to 150 MB.
   
   
   

Bulk Upload of Attachments

Manage Notes 

1. Edit [] or Delete [] a note.
2. Pin: Click on the Pin [ ] icon to fix a note at the top of the list. You can only pin one note at a time and you can only pin the notes in the records where it was originally added.
   

Search Notes 

Unified Notes View

1. Notes added to records linked through the Request > Estimate > Work Order > Service Appointment relationship will be accessible across all these records. The name of the module the note belongs to will be mentioned next to the icon .
   
   
   
   
2. Notes added to an Asset record will be accessible in all the transactional (Request, Estimate, Work Order, Service Appointment) records created for it. However, the notes added to these transactional records will not be available in the asset record.
   
3. Notes added to the Contacts of a Company will be accessible in the Company record. However, the notes added to a Company record will not be accessible in its Contacts.
   

Tagging Users In Notes 

Manage Attachments

1. Add new attachments. Click on Add Attachment and either drag and drop the files or select them from your computer. For each attachment, you will find the View, Download, and Delete options within more options [ ].
   
2. View the attachments added to the notes. These attachments will be marked by the icon Linked to Notes [ ]. You can also add an attachment listed here by clicking on the icon Add to Note [ ] icon.

Note

1. The maximum size of an attachment that you can upload is 150 MB.
   
2. The attachments added here will be considered for file storage consumption.

Creating Before-and-After Comparisons

Visual proof of work is a powerful tool for maintaining quality standards and ensuring customer satisfaction. The Before-and-After feature allows you to combine two separate images into a single, side-by-side comparison that documents the transformation of a job site or asset.

1. Select Create Before–After (Set as Before) to place the image in the "Before Work" slot.
   
2. Select Create Before–After (Set as After) to place the image in the "After Work" slot.
   

 

Using the Snap Editor  

1. Choose Image: Upload new images directly from your computer or browse through existing record attachments to fill the remaining slot.
   Click the Swap [] icon to instantly interchange the images between the Before work and After work slots.
2. Layout Orientation: Pick the preferred orientation or visual arrangement (e.g., vertical or horizontal) for the comparison view.
   
3. Image Adjustment: Use a variety of editing tools—including Crop, Rotate, and Zoom—to ensure both images are perfectly aligned and focused on the relevant details.
   
4. Naming: Rename the comparison file to make it easily searchable within the record.
   
5. Save as New: Click this button to generate and save the final comparison as a new, standalone image.
   You can also choose to just Download the image without saving it.