Add a 'Follow Up' within a service job

Modified on Tue, 17 Oct 2023 at 01:12 PM

In order to use the follow up/ or have any information within the follow-up tab, you must go into a job and select the 'notes' within the workshop job itself.

As shown in the image below,

PLEASE NOTE - A date and time must be entered. 

This is then going to sit in the 'Follow-Ups' as shown below (on the bottom of the main service reception screen- where the job tiles are).

To Action - you must go into the follow-ups and double click the preferred line. 

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