Use Comments to Track Work in a Job |
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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.
Ticking Inc beside the Comment field will show comments in the Job Report, but not on the invoice. You can also order comments based on either Status or by using the tick in Inc to bring those comments to the top of the grid.
The Comment grid text need not appear on the invoice for a job – but can be reported on.
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