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
Open the work order
In Maintenance → Work Orders, click the relevant work order.
Go to the Notes tab
Click the Notes or Activity tab on the work order detail page.
Write your note
Type your note in the text field. Notes are useful for progress updates, observations, or communication between team members.
Post
Click Post Note. The note will appear in the activity timeline with your name and a timestamp.
Attach a file
Open the work order
Click the relevant work order in Maintenance → Work Orders.
Go to the Files tab
Click the Files or Attachments tab.
Upload
Click Upload and select a file from your device. Supported formats include images (JPG, PNG), PDFs, and other documents.
Add a label (optional)
Add a description to the file (e.g., “Before photo”, “Repair invoice”).
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.
