Adding a note for the customer only
To file a note against the customer rather than one of their properties, click Add note in the toolbar at the top of the customer's profile. The note window opens with Assign Property set to None. Fill in the rest of the note as described below and click Save.
Adding a note from the Notes tab
1. Navigate to the Customer you want to leave a note for by clicking their name on the Customers list: https://dashboard.spraye.io/admin/customerList
2. Click on the "Notes" tab on the far right
3. Click the blue Add New Note button
4. When you open the note from the Notes tab, the customer's property is selected automatically in the Assign Property dropdown. If the customer has more than one location, pick the right one, or pick None to file the note against the customer only.
5. Next you will need to select your note type. If you want to add a new note type in your global settings, click here: How to Add a Note Type. Once you add them in your settings, these note types will appear in your dropdown menu.
6. Optionally, you can assign a user to this note if you would like someone else to look at it or assign it to them as a task. Choose the "Task" note type in the previous step if you wish to assign a due date and have it set to an "open" task status. The user will be notified if you assign them to the task.
7. You can also set a due date for the task if you'd like.
8. Next, you can add any attachments including images or pdf documents that will display with the note.
9. Check Include in technician view to show this note to technicians at a stop. A note with a property shows at that property's stops. A customer-only note shows at any stop where the tech has a scheduled service for this customer.
10. You can turn on the "Include in Customer View" option if you want to show the note in the Notes tab in the customer portal.
11. Finally, you will enter your note comments or whatever information to be included for your task/log.
12. Click Save.
Note: A Service-Specific note must have a property. Spraye won't save a Service-Specific note with Assign Property set to None.
