Any ideas on adding information about a job that we dont want the Tech to see?
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‎04-01-2024 06:46 AM
Occasionally, we want to add information about a job that we would rather our tech not see. Does anyone have any ideas on this, or how to go about this?
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‎04-01-2024 09:25 AM - edited ‎04-01-2024 11:04 AM
Could create a custom field on a job or location called "office notes".
Those notes would show up on the top of the job page for office team members and is a little more difficult to spot on mobile but it is there. I am not sure if the techs would be able to see them as easily. Could also post notes as unpinned. I have noticed techs are not able to see those notes that are unpinned.
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‎04-01-2024 01:05 PM
Great, thanks
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‎04-01-2024 11:01 AM
I agree that posting a note as "unpinned" is the best way for it not to be tech-visible.