Actions and Notes

Actions and notes can be added to Jobs from the job management page Job Management or to customer records Customers .

Actions

On the left side of the screen, you can add actions to perform on the job by clicking the add button. Actions could be things like Call Customer, Call Concretor, etc. Ideally, anytime something needs to be done on the job, you would create an action for it. If you need to call the customer, create an action. If you are out of the office and someone takes a call from a customer, they should create an action for you to return the call.

When you click the add button, Quotec will display a dialog like this:

You select the action to be performed, type in some notes about it, assign it to a user and enter the due date. When you press Done, Quotec will add it to the list of tasks like this:

You can change the task by clicking on the edit button in the top right. If you have done the action, click the checkbox at the start of the action.

Quotec will ask you for the result of the action.

Enter the result of the action, e.g. a summary of your call to the customer. If you don’t want to enter a note, press No Note and the action will be finalised. If you don’t want to mark the action as done, press Cancel.

If you enter the result, press the Add button when you are done.

The summary of the action will be added to the notes on the right side of the screen.

And the action itself will be shown as completed with a line through the title.

Notes

The right side of screen contains the notes for the job. As you work the job (create, quote, buy, etc) , Quotec will add a note so you have a clear history of what has happened on the job. If you use the Actions, the results will be recorded to the notes area.

You can record you own notes by entering them here:

When you start entering a note, the screen will change to this:

A private message is one that only you can see. If this is not checked on, the message is considered public and anyone who looks at this job will see the note.

You can also attach files, e.g. photos, spreadsheets by clicking the paper clip icon. Drag your files to the dropzone or click to browse for files on your computer.

Once you press Add, the note will be added to the history: