4. To sort and refine the jobs list, click the "Filter" icon at the top right corner of the jobs listing screen.
You have several options to manage the job further. From the top right of the screen, select the kebab icon ( ) to perform the following job detail actions: delete the job, edit custom fields, view the activity history, save the job as a PDF, or share it via email."
Adding notes helps identify key details about the job, and you can associate notes with other modules. With the Notes feature, you can capture and upload various types of content in real time, including:
Photo:
Click the Notes icon from the quick actions bar. By default, you'll land in the Photos section. Capture a photo using the camera in 0.6x or 1.0x size (multi-capture is allowed).
Videos:
To capture a video, switch to video mode in the Notes section and proceed to record a video.
Audio:
Record and upload audio directly to the note. You can retake the recording or save it once you're satisfied.
Documents:
Upload or attach relevant documents from your device.
Text:
Use the text option to enter or edit text within the note.
Scan:
Capture and upload digital versions of physical documents using the Scan option. You can also crop the edges after scanning, if needed.
Additionally, you can upload photos, videos, documents, and more from your device using the “Attachments” section. You can also associate notes with other modules using the “+” icon under Associated with.
After adding the content, click the “Submit” button to finalize the note.
Once the note is submitted, you can view it in the Notes section of the job, where you can filter the notes from latest to oldest. You can also perform various actions using the kebab icon (three vertical dots), including: