Add a Note / Alert to a Project

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Select “New Note/Alert” to add a note or alert to the Project to add any Project related notes such as Work Order Notes, Accounting Notes, General Notes, etc.

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This is also where you can send an Alert to a User. Just select the User Alert Information tab on the lower bar to assign the necessary User(s) and select the “>”. You can select multiple at a time where necessary using your CTRL key.

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When the Note Type is set to Work Order note it will show on the Delivery Ticket/Work Order. This allows any user to add any necessary installation notes throughout the life of the project previous to scheduling.

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