How to Add a 'Follow Up' within a Service Job

Modified on Fri, 20 Sep at 2:02 PM

To utilize the follow-up feature or add any information in the Follow-Up tab, follow these steps:

  1. Open the specific job and select Notes tab within the workshop job.

    (Refer to the image below for guidance.)

  2. Within the Notes tab press Add to open the note box.

  3. Important: Ensure that both a date and time are entered for the follow-up. This is what registers it as a follow-ip.

  4. Once saved, this will appear in the Follow-Ups section, located at the bottom of the main Service Reception screen (where the job tiles are displayed).

  5. To take action, navigate to the Follow-Ups section and double-click on the desired line.




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