Overview:
This article aims to clarify how notes are displayed within the 'History Notes' tab of Work Orders in ServiceBox. Users may find that notes entered as 'Work Notes' on a Work Order do not appear as expected under the 'Job Site' or 'Unit/Equipment' headings within the History Notes tab. The display logic is rooted in the origin of the note entry within the ServiceBox system. Misunderstanding this logic may lead to confusion when reviewing historical data for job sites and equipment. Below is a step-by-step explanation of how ServiceBox handles these notes to ensure clarity.
Step 1: Note Origination
Understand that in ServiceBox, the display of notes within the 'History Notes' tab is influenced by the original location where the note was entered. Throughout ServiceBox, various tabs such as 'Customers', 'Job Sites', and 'Equipment' feature a 'Notes' section designated for inputting notes specific to that area. When a note is added here, it will appear under the corresponding heading within the 'History Notes' tab.
Step 2: Work Order Notes
When a 'Work Note' is added to a Work Order, whether it pertains to a job site or a piece of equipment, it is consolidated under the 'Work Notes' heading in subsequent Work Orders. These notes do not appear under separate 'Job Site' or 'Unit/Equipment' headings unless they were originally entered in those specific tabs outside of the Work Order.
Step 3: History Notes Tab and Filters
All 'Work Notes' will appear under the 'Work Notes' title within the History Notes tab, regardless of their specific reference to a job site or a unit/equipment. To view notes relevant to job sites or units/equipment, users will need to use appropriate filters or search functionality provided by ServiceBox. Notes attached to a job site or unit/equipment initially in their respective tabs or screens will show in the History Notes but under their specific categories, not under 'Work Notes'.
Step 4: Searching for Notes
ServiceBox provides a search function within the History Notes tab to help users locate specific notes. If you are looking for notes related to a particular piece of equipment or job site within 'Work Notes', you can use the search bar to filter the results accordingly.
Conclusion:
This definitive guide serves to correct any previous misconceptions and provide clear guidance on how notes associated with Work Orders, job sites, and equipment are cataloged and retrieved within ServiceBox's History Notes section. By understanding where and how notes are entered, users will better navigate the system and locate the information they need efficiently.
Should any questions or concerns arise contact our support team for further assistance [email protected]