Tech-Facing Notes, Customer-Facing notes, and Office Notes
In compass there are three kinds of notes that are available.
Technician facing notes are printed on work orders and are presented to technicians whenever they are looking at the project if they are on mobile. Examples of this would include that the customer has a large dog, what the gate code is, or other things the technicians need to know in order to get the work done.
Customer facing notes are shown to the customer on both estimates and invoices. Examples of this might include notating that the work has a modified warranty, or that the customer is responsible for removing any plumbing ahead of time, or anything else you want the customer to see on their paperwork.
Office notes are for internal front office or back office operations purposes. An example of this would be that the office needs to send an experienced tech.
Related Articles
Compass – How to Search for Customers (Residential & Commercial)
Compass – How to Search for Customers (Residential & Commercial) Overview Compass has an intelligent search function that will recall any information typed into the field automatically which is linked to indexed information. In this document, you ...
Customer Information Screen Overview
Clicking on the customer information from the Customer List Screen, or Search Results will open the Customer Information page. Customer List Screen Search Results Screen This page serves as a one stop show for all things concerning individual ...
Front Office & Owner Home Screen
The Compass Homepage allows the viewing of key information for managing the front office of the business. This information includes: An annual chart of Leads, Estimates, and Sales broken down by month for a quick view of how the business is ...
Tech/Estimator Dashboard
The estimator/tech dashboard allows technicians and estimators to see their next upcoming appointment. From here they can quickly: - Inform the customer they are on the way/running late - this texts the customer - View the appointment - Write the ...
Advanced Tech Scheduling - Multiple Technicians & Multi-Day Scheduling
With some projects, the need to schedule multiple technicians, or a technician for several days is required. The Advanced Tech Scheduling option is here to make this easier. Start with Accepting the estimate and scheduling work After confirming all ...