Creating, Viewing, and Editing Comments in the Mobile App

Derek Torres
Derek Torres
  • Updated

Whether it is a note for the office staff about the job, a reason for cancellation, or even simply a heads up about the work performed, comments are a regular part of the mobile app workflow.

This article will walk you through how to utilize the Comments Menu on a ServiceTrade Job in the Mobile App. Tap the Comments Box on the Job Page to navigate to Comments Menu.

Note: You cannot delete a comment in the mobile app.


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Prerequisites

Index

Adding Comments

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  1. On the Comments Menu, tap Add Comment to open the Add Comment Menu.
  2. Tap "Job" next to "Comment for:", then select Job, Location, or Service.
    • If you select Job or Location skip steps 4 and 5.
  3. The Select Service > button will now appear. Tap this button to open the Select Service Menu.
  4. Locate and select the Service you want to associate this comment too.
  5. Add a detailed comment.
  6. Toggle on or off if you would like to Make it visible to everyone.
  7. Tap Save when done.

 

Viewing Comments

On the Comments Page, a navigation toggle at the top allows your techs to quickly view comments that are visible to technicians by comment Job, Service, or All.

  • The Job tab displays comments that are specific to the Appointment's Job your tech is viewing.
  • The Service tab displays comments that have an association with a Service on the Appointment.
  • The All tab displays all comments included on the Job and Service tab, as well any Location comments specific to this Job.

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You can use the Search Field to search for words or phrases in the comments.

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The Comment will display:

  • The User that created the comment.
  • Date and Time the comment was created.
  • Whether the comment is associated with a Job, Location, or Service.
  • An Edit Pencil Icon, if the comment was created by you, to edit the comment.
  • A blue clickable link for the Service, if the Comment is associated with a Service.

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