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Note Templates - Consistent Field Service Documentation

Note templates help your team document work consistently. Create templates for common observations, inspection findings, or job notes — then use them with one tap.

Why Use Note Templates?

Section titled “Why Use Note Templates?”
  • Consistency: Every team member documents the same way
  • Speed: Apply common notes with one tap
  • Completeness: Templates ensure nothing is forgotten
  • Quality: Pre-written notes are more professional

Creating a Note Template

Section titled “Creating a Note Template”
  1. Go to Note Templates in the organisation tab
  2. Tap “Create Note Template”
  3. Enter:
    • Name: A descriptive name (e.g., “Safety Hazard Note”)
    • Content: The template text (supports rich text formatting)
  4. Save
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Note template creation
Coming soon

Using Note Templates

Section titled “Using Note Templates”

When adding a note to a job, section, or task:

  1. Tap the template icon
  2. Select a note template
  3. The template content is inserted
  4. Edit or customise as needed
  5. Save the note

Managing Templates

Section titled “Managing Templates”
  • View all templates in the template dashboard
  • Edit templates to update content
  • Delete templates that are no longer needed
  • Templates are shared across the organisation

Best Practices

Section titled “Best Practices”
  • Create templates for common scenarios: Safety notes, quality observations, customer communications
  • Keep templates concise: Clear, focused templates are more useful
  • Update regularly: Revise templates based on real-world feedback
  • Include placeholders: Use brackets like [CUSTOMER_NAME] for dynamic fields

→ Learn about sections and notes → Manage your organisation