Within the FieldCentral website, users are able to view and edit any notes associated with a visit.
There are a few ways users can access these notes but once logged into FieldCentral, we will use the “Needs Attention” route as that is a very common use case.
Once the panel expands, users will select “Incompletes”.
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Here you will find a log of all visits which have been marked as “Incomplete” from the field. The notes associated with the visit will be organized into four types: Visit Note, Admin Note, Field Remarks, and Incomplete Reason. These will be displayed as individual columns for quick viewing. (These columns can also be displayed when viewing the “Visits” and “Visits To Do” log).
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- Visit Notes house any information that the crew needs to know for that particular visit. This can be any information that the office wants to highlight for those in the field in order to complete the work.
- Admin Notes are for internal users to log events for the visit, such as noting when they last called the customer to confirm the upcoming visit.
- Field Remarks are any comments that the crew makes while they are in the field and pertaining to this specific visit.
- Incomplete Reason will display the reason provided by the crew if they were unable to complete the job for any reason. These notes will be especially helpful when rescheduling a visit to complete the job to identify what work is left to be completed.
To review or edit any of the various notes, the user will click on the eye icon under the “Action” column of the desired visit. This will open the “Visit Summary”.
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Once in the Visit Summary Detail page (or pop up, in this case), users will now be able to view all notes associated with the visit by navigating to the “Notes” tab.
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Once in the “Notes” tab, users will be able to select “Edit Notes” to make any desired changes.
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In order for changes to be saved, users must select the “Save” button on the bottom right of the pop up screen.
*****Based on your FieldCentral Settings, “Visit Notes” and/or “Field Remarks'' may carry over to the customer invoice. If so, this will be a great opportunity to correct any misspelled words or verbiage.
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With Visit Note, Admin Note, Field Remark, and Incomplete reasons all located in one place, you are able to review important information about the visit in question from one screen and take the appropriate next steps to seamlessly service your customer.
Here's a quick video to help walk you through these steps!