Setup
You will need the following permission in your security group:
Can see all tasks.
Can update tasks.
Click here to learn about security groups and permissions.
How to add or change an internal, invoice or contractor note
Internal, invoice and contractor notes are added and edited inline in the Notes section of the task — there's no separate edit page.
1. On the task, scroll to the Notes section.
2. Click + Add note and choose Invoice note, Internal note or Contractor note. If the note already exists, click it to edit it inline.
3. Type the note and click Save.
How to add or change the technician note
1. In the Notes section, click + Add Technician note. If a technician note already exists, click it to edit it inline.
2. Type the note and click Save.
The technician note is information from the field technician that appears on service reports.
Recommended steps
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