Adding Notes and Documents on Mobile App

Created by Kenneth Abad, Modified on Wed, 26 Jun at 2:58 PM by Kenneth Abad

The mobile app is the perfect place to update your Work Orders notes and Documents while on the move. Here's how to make updates!

Table of Contents

Adding Notes
Sharing Existing Notes
Adding Documents

Adding Notes

Step 1: Select the Work Order to update.

Step 2: Select the Notes button in the Work Order

Step 3: Tap 'Add' to add a new note to the Work Order

Step 5: Tap 'Add' at the bottom of the note page.

And now your note has been added!

Step 1: Select the Notes button in the Work Order.

Adding Documents

Step 1: Select the Work Order that you want to add a document to.

Step 2: Tap the 'Documents' button at the top of the Work Order.

Step 3: Tap 'Add' at the top right of the Documents page.

Step 4: Input the required information and select 'Upload' to select the files to upload.

Step 5: Select and confirm the files to upload.