In Skedulo X, mobile users can add notes to jobs at any point using the "Notes" option in the job's details. Notes are instantly synchronized and can be viewed by a scheduler in the web app (via the job details view). This works the other way too; a scheduler can add notes to a job which can be read by the mobile user at any time (even after the job has been completed).
If a follow-up job is required, then the notes associated with the original job can be carried across–this saves having to re-enter relevant information.
There is another type of note called "Completion Notes." Some organizations like to differentiate between notes and completion notes, which is why Skedulo X provides both options (completion notes can be configured using admin settings in the web app).
Add a Note
To add a text note to a job:
- Go to the job's details and locate the "Notes" button under the colored action buttons.
- Tap on the "Notes" button to open the text entry field.
- Using the keyboard, enter some text (accepts any alphanumeric keyboard characters).
- Tap on the large checkmark (or tick) to store the note with the job.
Figure 1. How to add a job note in Skedulo X.
Note: The maximum amount of characters permitted in the notes field is 32768.
Add a Completion Note
Completion notes are controlled by admin settings in the web app. There are two settings:
- Enable job completion notes (ON by default).
- Prompt resources to enter completion notes (OFF by default).
Enable/Disable Job Completion Notes
The first option provides an additional note area to fill in. The option "Completion Note" appears in the actions button menu after a job has been accepted (or confirmed)–from there on, a completion note can be started, edited, and saved, at any point in a job's workflow. Remember, this is separate to the main notes field in the job's details.
If a user chooses to save a completion note when the job's status is "In Progress," they will be asked if the job should be completed at the same time. If the answer is "Yes," the job status will be changed to "Complete."
To disable completion notes completely, set the admin setting to OFF.
Figure 2. How to create a completion note on Skedulo X, while the job is in progress.
Figure 3. How to save a completion note and complete the job at the same time, on Skedulo X.
Prompt Resources to Enter Completion Notes
The second option automatically takes users to the completion notes view after they reach the final state in their job's workflow. Users are prompted to provide notes before they complete their job. This saves time, as mobile users no longer have to navigate to the completion notes via the actions button.
Figure 4. A prompted completion note on Skedulo X.
Job "Notes" are synchronized with the web app and can be viewed instantly by a scheduler.
"Completion notes" can only be viewed in the CRM (they do not appear in the web app).