Often the crew may need to document previous damage on an item or need to notate specific instructions for an item. Notes can be added directly from the Crew Application to save the crew members time while on the job. The notes are stored with that photo and can be viewed by office users from the web application in the files and photos section of the opportunity.
How to Add Notes to a Photo
Step 1: Access the opportunity that you are working on from the Crew Application and navigate to the photos section.
Step 2: Select the photo that you need to add a note to.
Step 3: From the photo details screen, select the information icon.
Step 4: Navigate to the Notes section of the slide-out screen.
Step 5: Enter any notes that you need to have documented with this photo.
Step 6: Click Save.
Where to View Notes from the Web Application
When an office user needs to view the notes that crew members have added to a photo, they can access the notes by navigating to an opportunity and to the files and photos section.
Once in the files and photos section, you click on an image to view the notes that have been added to it by the crew from the Crew Application.
Once a photo has been selected, a popup window will populate with the photo, any notes that have been added to the photo, and a time stamp showing when the photo was uploaded and by which user.
