Required role: Technicians can add notes and files to assigned work orders. Admins and Managers can do so for any work order.
Add a note
1
Open the work order
In Maintenance → Work Orders, click the relevant work order.
2
Go to the Notes tab
Click the Notes or Activity tab on the work order detail page.
3
Write your note
Type your note in the text field. Notes are useful for progress updates, observations, or communication between team members.
4
Post
Click Post Note. The note will appear in the activity timeline with your name and a timestamp.
Attach a file
1
Open the work order
Click the relevant work order in Maintenance → Work Orders.
2
Go to the Files tab
Click the Files or Attachments tab.
3
Upload
Click Upload and select a file from your device. Supported formats include images (JPG, PNG), PDFs, and other documents.
4
Add a label (optional)
Add a description to the file (e.g., “Before photo”, “Repair invoice”).
5
Save
The file is automatically saved and attached to the work order.
Next steps
Complete a Work Order
Mark the work order as done when the task is finished.