Adding notes to a job

mceclip0.png

Telstra Trades Assist allows you to add Notes with photos  or links to Assets and choose if those Notes should appear on the Quote or Invoice.

This article shows you how to add a Note to a Job or Quote on the Android app. 

 

Adding Notes to Job

  1. Open the app mceclip1.png

mceclip2.png

  1. Tap a Job to open it

mceclip3.png

  1. Swipe down on the job card and tap mceclip4.png at the bottom

mceclip5.png

mceclip6.png

  1. Tap mceclip7.png to type a Note
  2. Tap mceclip8.png to add a Photo to the Note
  3. Or you can just start typing in the free text field to add a written note
  4. If you would llike to add the Note to the Quote, Invoice, or Account, tap mceclip9.png from the bottom of the app
  5. Tap mceclip10.png when you are finished to return to the Job  The Note will be visible just above mceclip11.png

mceclip12.png

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.