Notes

Notes

NOTE TAB

Via the client's contract, access the "Notes" tab


The purpose of adding notes to a contract is to provide additional information, clarifications, or specific instructions related to the contract.
To add a note to a contract, you must select the relevant contract and click on the "Notes" tab.

There are 8 sections available to enter a specific note for each type of service.
The first section allows you to add additional notes that will be visible on the contract. For example, manual snow removal is included in the standard snow removal price of the contract.


The other 7 sections allow you to specify notes for the services included in the contract that will appear only on the operator's tablet.

It is also possible to emphasize the indicated note so that the operator pays particular attention to it. To activate this, simply press "Special Contract" located at the bottom left of your screen to turn it green.


Special Contract" is green, the texts indicated in the seven note sections will be displayed to the operator in white on a red background.



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