Understanding the New Service Note Update
Introduction
We’re excited to introduce a new update that enhances how service notes are structured. This change splits the Service Note field into two distinct fields, making it easier to manage customer-facing and worker-facing information separately.
What’s Changing?
Previously, service notes were stored in a single field, which could lead to confusion when sharing details with customers and employees. With this update, the Service Note field is now divided into:
- Description – A customer-facing field that outlines the service to be performed. This information can be displayed on Invoices, Estimates, and other customer documents.
- Note – A worker-facing field containing internal notes to be displayed on Jobs, Mobile Work Orders and Standard Work Orders. This ensures that employees have the necessary details without exposing internal notes to customers.
The new design affects many pages, but the most prominent changes appear on the Job Info, Estimate Edit, and Recurring Job Edit pages, where each service now has separate Description and Note fields. Default values for the two fields can be set on the Services page.
- Improved clarity – Customers receive only relevant service descriptions.
- Better organization – Internal notes are kept separate for employees.
- Enhanced usability – A cleaner interface makes it easier to manage service details. Specifically, moving the Service Note and Description to separate lines on the Job Info page reduces the horizontal screen space required. This mean less horizontal scrolling, especially for mobile devices.
- Auto Fill Service Description – Automatically populate the default description and note when selecting a service for a job or estimate.
- Copy Service Note From Estimate – Include service descriptions and notes when creating a job from an estimate.
- Mobile Work Order Show Service Description (NEW) – Show service descriptions (in addition to service notes) on Mobile Work Orders. Default is Yes.
Next steps
We'd love to hear from you! Please submit a support ticket with your questions, feedback, and/or ideas on how we can improve this feature even more.
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