Reusable Notes - Consistent Field Service Documentation

Reusable notes help your team document work consistently. Create notes for common observations, policies, terms and conditions, or sign-off wording — then use them with one tap, or attach them to a job report.

Why Use Reusable Notes?

• Consistency: Every team member documents the same way
• Speed: Apply common notes with one tap
• Completeness: Notes ensure nothing is forgotten
• Quality: Pre-written notes are more professional
• Reports: Attach standing content, such as terms or a sign-off, when you generate a report

Creating a Reusable Note

1. Open More, then tap Reusable Notes
2. Tap Reusable Note
3. Enter:
   • Name: How you find it later (for example, “Safety hazard”). The name is not copied onto the job note.
   • Title: The title the job note or report receives
   • Note: The body. Tap the note field to open the rich text editor
4. Save

📸

Reusable note creation

Coming soon

Using a Reusable Note on a Job Note

When creating or updating a job note:

1. Tap Apply Reusable Note
2. Select a reusable note
3. The title and note are filled in
4. Edit or customise as needed
5. Save the note

Leaving without saving does not record a note.

Attaching Reusable Notes to a Report

When you generate a job report:

1. Open the job’s reports and tap Generate Job Report
2. Tap Attach Reusable Note and choose a note
3. Add more if you need them, and use the up and down controls to set the order
4. Generate the report

Attached notes appear at the end of the PDF, after the job’s own notes. They are a copy of the title and body at the time you generate, so later edits to the reusable note do not change a report you already generated. Leave the list empty to generate the report without them.

Managing Reusable Notes

• View all notes on the Reusable Notes screen
• Edit a note to update its title or body
• Delete notes that are no longer needed
• Notes are shared across the organisation

Best Practices

• Create notes for common scenarios: Safety notes, quality observations, customer communications, terms, and sign-off wording
• Keep notes concise: Clear, focused notes are more useful
• Update regularly: Revise notes based on real-world feedback
• Use the name to tell them apart: The name is for your library; the title is what appears on the note or report

Reusable Notes Save Time

A library of well-written reusable notes can reduce documentation time while improving quality and consistency.

→ Learn about sections and notes → Manage your organisation