Add/Delete a Note in Mobile Manager Pro

How to add or delete notes on a work order

Things To Note

  • You can take pictures of items to supplement your notes

  • You can choose whether or not the notes will be printed to the work order, some notes may be best kept internal

How To

  1. Open Mobile Manager Pro on tablet

    1. Select the desired vehicle from list view

    2. Select the order from the tabbed view

      1. Select the plus sign from action bar

      2. Select Note from popup menu

        1. If you would like the note to be included in the printed work order, check the "Print on Order" checkbox; if you prefer to keep it internal, simply leave the checkbox unchecked.

        2. Type or Voice to text the desired note in the blank text field

        3. Select the Camera icon to take of picture for reference

          1. Select ok to attach the picture to the note

        4. Press the back arrow on the tablet to return to the order tabbed view

          1. The note is now visible

    3. To Delete the note

      1. Tap and hold the desired note

      2. Select yes in the Delete Line item popup

        1. The note will no longer be visible under the order screen