Creating and Updating Standard Job Notes

Standard notes are pre-defined messages that can be quickly inserted under a job card for internal communication or customer updates.

Where Standard Notes Are Used

These notes are accessed within a job by navigating to Job > Notes > Add.

Step-by-Step Guide

To add a new standard note or update an existing one:

1. Navigate to Parameters:

   • Go to Service Parameters > Email/SMS.

2. Access Editor:

   • Select the Standard Messages option.

3. Manage Notes:

   • From this screen, you can either create a new standard note or update the text of any existing notes as required.

4. Save:

   • Ensure you save your changes before exiting the screen.

Using this central editor ensures all your standard notes are up-to-date and instantly available for use on all workshop jobs.