Within a job all status changes will create a new line in the Comment grid. The user should add an appropriate comment on why the status has changed.
Users should be encouraged to enter a new comment when customer contact is made, and to add useful information for the job record.
If you tick Inc beside the Comment field, this will allow you to show comments in the Job Report, but not invoice.
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Because each comment in the Comment grid is time/date/initial stamped, these form a chronological record of work done and customer contact for immediate and future reference. The contents of the Comment grid add to the quality record for each job. The chronological order of comments is preferred and should be added so that the latest comments appear at the top of the Comment grid. |
The Comment grid text need not appear on the invoice for a job – but can be reported on if required.
Further information: