Creating Internal Notes on a Repair Order (RO)

Internal notes are critical for communicating important details about a job, a customer, or a vehicle to your team. These notes do not appear on customer estimates or invoices, making them a secure way to log information for your staff.

Steps to Add or Edit Internal Notes

1. Navigate to the RO and open the desired Repair Order from your job board.
2. Locate the gray Sidebar on the right hand side of the repair order.
3. Select the pencil icon located next to the RO number in the sidebar and this will open the Edit RO window.
4. Enter Your Note in the Edit RO window, find the Internal Note field (located at the bottom of the window) 
5. Click the Save button at the bottom of the window to apply the note to the Repair Order.