Adding Notes

Notes are quite a broad term as the types of notes you can add to a Job are various. When a Job is created (either via the website or a mobile device) you firstly have a description field, which is in effect an initial note for recording all further details your Staff member needs to know.

When on a Job, a Staff member can create a note via the Notes tab, by then clicking the + icon.

Field Staff can also attach a note directly to a time/labour or part charge record. All notes can contain text as required, but in addition to text you can also:

  • Take photos with your device's camera;
  • Add existing photos from your device's gallery;
  • Record signatures;
  • Record audio files.

Photos: Photos taken through the GeoService app will be uploaded directly to the GeoService server for viewing in the Job record as required. Photos taken this way are not saved to the individual mobile device. Picture quality can be set to Standard or High in the GeoService Settings on the main menu.

Signatures: A signature can be captured directly onto the device's touchscreen (be sure to not use an object that might damage the screen. A finger is usually fine...), as a form of authorisation for a quote acceptance or billing change. Remember a note can be added directly to a Charge item if needed.

Note: Although not it's main intended use, the Signature pad can also be used as a basic sketch pad, for sketch or plan work. We recommend getting a basic pad pen/stylus if you do, as it'll make things much easier. They cost about US$15 from online outlets.

Barcodes: We allow users to add barcodes to jobs too. The barcode scanner will record the information of the barcode and assign it as a note.

Audio files: Possibly the best way of recording temporary notes of a detailed nature, as writing on a mobile device whilst on a Job can be a burden to some Staff.

Remember, all notes added will be attached to the Job record for permanent reference at any time. If you wish to take the content of a note out of GeoService for any reason, for example emailing a photo to a Client, you will need to log into the website. Navigate to the Job via the Jobs list. On the Edit Job screen, click the Notes & Files tab. From here, you can simply tick any notes or files on the left of each record, then click the Email button above. In the next window select to send the email to the Staff Email (Primary Staff member only), Client Email (Main Client, not Billing Client) or both.

Additionally, if you would like a PDF record of your Job details, including files added, you can download this via the website (from the Edit Job screen), or email one from the mobile app via the mail logo on the iPad.

File sizes & types allowed for upload

When adding via any platform, the maximum file size allowed is 8mb

Major file types that are allowed for upload are: 3GP, CSV, DOC, DOCX, GIF, JPEG, JPG, M4A, MOV, MP3, MP4, MPG, ODP, ODS, ODT, PDF, PNG, PPT, RTF, TAR, TXT, WAV, WMA, XLS, XLSX, XPS, ZIP

Geo Location Notes.

Users can enable 'GeoLocation' Notes in the settings of their accounts too. This is a new feature we've deployed. When enabled it allows notes to be geotagged with a geolocation (A latitude and longitude address). This is useful for users who have high audit requirements, for instance, where a note was taken needs to be verified from a geo-location perspective. This photo, was taken at this precise location, and we can prove it - kind of thing. Government departments and money transport places use this a

lot.

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