Installation Company ERP / CRM


How to Add a Note from the APP

  1. Visit your browser or click on the Homepage Link we’ve discussed in another video.
  2. Log in if necessary.
  3. Click the Job Card you would like to add a note to.
  4. Click the pencil icon at the bottom of the page.
  5. Begin typing your note in the field, once complete press ‘Save’.

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