You will need the Logbooks module turned on in your workspace. If you do not see this in your main menu, reach out to [email protected].

You will also need the following permissions in your security group:

Click here to learn about permissions and security groups.

Logbooks help organise photos of physical logbooks captured by field users onsite, which are displayed in service reports and on the task in the Customer Portal.

1. Navigate to Control Panel > Logbooks.

2. The Logbook types table lists each type with its Updated date, Code, Name and the number of logbooks that use it. Click Add in the table header to create a logbook type, or click the edit icon at the end of a row to update an existing one. The form opens inline in the table.

3. Provide the Name and optionally enter the Code and Description (not inherited by the logbooks on the property). Active is selected by default. Clear it to stop a logbook type being used when creating new logbooks. Then click Create logbook type, or Update logbook type when editing.

The table has no delete option. To retire a logbook type, clear Active. The table shows the first 200 logbook types and displays a warning when there are more.

1. Navigate to Tasks and view the task.

2. In the Process section, click the hyperlinked number listed against the Logbook entries to open the associated property logbook.

1. Navigate to Customer Data > Properties and View the property.

2. Go to the Records tab, click Logbooks in the left-hand list, then select a logbook to view its entries.

1. Open the logbook, then click Add logbook entry to create a new one or Edit to update an existing entry.

2. Complete the Service date (optionally provide Notes or link to an existing Task), then click Save.

3. Click + Add image, upload the photo and click Done.