Discovering the Best About RFMS - Notes in Order Entry

Notes are used to help communicate internally.

There are several places to leave notes in Order Entry. It is important that everyone in the company uses the notes for the same reason. By having a policy or procedure in place for how/when/where to use notes, you cut down on the amount of time employees spend interrupting other employees for information and allows seamless customer service to their customers since the information is available to anyone instead of them having to speak to one certain person.  

Remember the job is a story.  Record the interactions with the customer, installer and other interesting facts to help sum up the job in a glance

Below are definitions for the notes available.

Order Line Note  can be used for purchasing communication (special costs or ordering instructions) or communication about the product/service on that line.  This can also be used for areas.

Order Entry Internal Note can be used for internal communication never for a customer to see.  This could be notes about the client, notes about their house/building, or notes to the back office such as collection call notes.  These carry over to Schedule Pro.  

Order Entry Custom Note is for notes that a customer will see on their invoice.  This can be things you want to remind the customer about or a thank you.  These carry over to Schedule Pro.

Order Entry Work Order Note   can be used to communicate information to the installer.  These can be printed on the work order.  These carry over to Schedule Pro.

Quote Custom Note can be used for notes the customer will see on their quote.  This carries over to the Order Custom Notes section when exported. 

Quote Internal Note is  for internal communication never for a customer to see.  This carries over to the Order Internal Notes section when exported.

Get a plan for how you want to use the notes section and put it in place.  It will only work if EVERYONE uses it the same way and for the same reasons.