Where Do My Notes Go?

RM Order Entry Notes

Internal Note

internal_note.png

Where to enter:

  • Tap the edit_button.png button, then under the Header tab on the right-side-section of the screen scroll to the section labeled Internal Note

Viewable in:

  • RFMS Core

Prepopulated by:

  • Measure Desktop Private Notes located under Sheet Properties
  • Measure Mobile Private Notes located under Project Information
  • CRM Private notes
Custom Note

custom_note.png

Where to Enter:

  • Tap the edit_button.png button, then under the Header tab on the right-side-section of the screen scroll to the section labeled Custom Note

Viewable in:

  • Any printable or customer facing document

Prepopulated by:

  • Measure Desktop Sheet Notes located under Sheet Properties
  • Measure Mobile Notes located under the Notes tab in the Drawing Screen

    Note:

    In order to access this note section there must be no rooms selected on the drawing screen

Work Order Note

work_order_note.png

Where to Enter:

  • Tap the edit_button.png button, then under the Header tab on the right-side-section of the screen scroll to the section labeled Work Order Note

Viewable in:

  • Schedule Pro Work Ticket
  • Mobile Work Orders
  • RFMS Order Entry
Work Order Line Note

edit_work_order_note_location.png

Where to Enter:

  • Tap the edit_button.png button, check a line item, then under the Line tab on the right-side-section of the screen scroll to the button view_work_order_lines.png or add_work_order_line_button.png. Enter notes in the section labeled Note.

Viewable in:

  • RFMS Order Entry Work Order
  • Schedule Pro Work Ticket
  • Mobile Work Orders

Prepopulated by:

  • Measure Desktop Room notes and Info
  • Measure Mobile Room notes and Info
Line Note

line_note.png

Where to Enter:

  • Tap the edit_button.png button, check a line item, then under the Line tab on the right-side-section of the screen scroll to the section labeled Note.

Viewable in:

  • RFMS Order Entry
  • Printed documents

Prepopulated by:

  • Measure Desktop Line notes entered in the Worksheet
  • Measure Mobile Line item notes entered in the Worksheet screen
  • Measure Mobile checklist item note entered in Checklist screen
Internal Line Note

line_note_internal.png

Where to Enter:

  • Tap the edit_button.png button, check a line item, then under the Line tab on the right-side-section of the screen scroll to the section labeled Internal Note.

Viewable in:

  • RFMS Order Entry
  • Printed documents

Prepopulated by:

  • Measure Mobile line item internal note entered in the Worksheet screen

Point of Sale Notes

Internal Note

pos_notes.png

Where to Enter:

  • Tap the edit_button.png button, then on the right-side-section of the screen scroll to the section labeled Internal Note

Viewable in:

  • RFMS Order Entry

Schedule Pro Notes

Work Order Notes

work_order_notes.png

Where to Enter:

  • Select the Work Order tab on the right-side-section of the screen. Scroll to the section labeled Work Order Notes

Note:

Time stamped notes have been added by the installer

Viewable in:

  • Schedule Pro work tickets
Work Ticket Notes

work_ticket_notes.png

Where to Enter:

  • Select the Work Order tab in the right-side-section of the screen. Scroll to the section labeled Work Ticket Notes

Prepopulated by:

  • Schedule Pro work tickets
  • RFMS Order Entry
Work Order Line Notes

work_order_line_notes.png

Where to Enter:

  • Select a line, under the Line tab in the right-side-section scroll to the section labeled Work Order Line Notes

Viewable in:

  • Work Ticket Line Notes
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