Improve Workshop Notes
planned
Suzy Weightman
Hi all,
I thought I'd share a quick screenshot of the new layout and visibility for Workshop Notes in Workshop 2.0.
This is still a WIP, but gives you an idea of what we're aiming to achieve.
Thanks,
Suzy
I
Info
Suzy Weightman Will these notes be writable/readable from both POS and workshop module?
Suzy Weightman
Info Hello,
Yes, they'll be in both the workshop and POS - you can add new notes and see previous notes added.
Thanks
Suzy
J
Jason Rogers
In our shop we leave the most recent notes at the top of the page
Neil McQuillan - CEO Citrus-Lime
Very very early days but we've started to prototype the new UI here's an early mess around with the calendar control. Take nothing from the screenshot other than that we're starting Workshop 2.0
Suzy Weightman
Hi all,
We now have this functionality in the POS against orders, you can add an internal note (this includes cashier and timestamp) and a separate "receipt comment".
This will be available in Back Office 2.0 (launching June), and we'll have the same functionality in Workshop 2.0.
Thanks,
Suzy
M
Mech Monkey
Suzy Weightman Just a further suggestion here although it may be too late. We'd much prefer if the internal notes can be seen straight away without having to click into another area like in POS notes.
Seems to me there is loads of space to split the notes area for customer and staff notes?
Suzy Weightman
Merged in a post:
confidential notes for workshop jobs and customer warnings
I
Inspiral Cycles Team
There are some workshop notes that customers just don't need to see. e.g. when we sell a new bike it would be useful to record that a component was damaged and had to be swapped for an identical component, but the customer buying the bike absolutely does not need to know this.
Also, a web order customer has just conned us for a refund. It would be ace to record this so we can decline any future orders from this person. This requires the ability to write notes, and that these notes are displayed to the cashier before further orders are checked out.
Suzy Weightman
Merged in a post:
Private & Public notes sections
M
Mech Monkey
I'm sure this has been suggested before but I'd like to see the notes section changed so that we can have private notes.
I.e ones that do not appear on the customers reciept.
We currently waste a bit of time when tendering off an order taking out notes that the customer doesn't need to see. (when parts arrived, where the part is stored, what mechanic is waiting on what parts etc) and leaving in any notes directed to the customer.
Its also handy to have these 'shop notes' to go back to in some situations, like when you've left a customer a voicemail or something.
Suzy Weightman
Merged in a post:
Internal Note
K
Katie Bolton
Please make a section in Customer and Work Order for "Internal Note" that will not print on receipt.
Neil McQuillan - CEO Citrus-Lime
Merged in a post:
Auto-saving comment
U
Unkush C
Comment that was added before saving get lost if a staff have open another jobs without saving it.
It would be great if a prompt box pop up "do you want to save current job?".
I have to re-write a lots when a staff open another job not realising he need to save the original one that was opened.
Neil McQuillan - CEO Citrus-Lime
planned
This will be addressed in the workshop 2.0 overhaul, I've summarised our planned changes in the top comment having editted Paul's post to include a summary of the requests we plan to action.
I'm open to more suggestions if the list above is inadequate.
Neil McQuillan - CEO Citrus-Lime
Merged in a post:
Improve workshop notes
Jenna Lees - Head of Customer Support
It is currently difficult to read any notes added to workshop jobs. Is it possible to improve the line spacing?
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