Manage notes for a work order

To ensure information is shared across different executions and operations, attach notes to a single work order (WO).

Add a new note

1. In NextGen FSM, navigate to Features > Core > Daily and multi-day plan > Daily plan.

2. To open the WO Note window, choose one option:

   • Right-click a scheduled WO and select WO notes.

   • Open the WO and click WO notes under Customer Details.

3. Click New Note.

4. In the New Note window, enter a note in the Note text box.

5. In the WO Row dropdown, select a note to attach to the operation.

   • This step is optional.

6. To add the note to the WO, click Save.