Service Receivables

Question

When creating a work order for a service call and you need to reschedule the work order how do you handle inputting the notes and keeping track of who created those notes and on which trip (date).

CatherineSchmitt · Answer

You can enter notes on the work order in the header (there are two locations) stating which employee was originally scheduled and which is the new one and date. You could then create a query in 11-2 to display the user, notes, client, and date, and use a date range in the filter criteria with status 7-Work order. You could run that however often you need to. 
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