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Client Notes are used to record important information about or generated by a Service Appointment. These details are captured and stored against the Service Appointment and Work Order Records. |
Creating a Client Note from the FSL App.
Clicking the Actions tab at the bottom of the screen will present you with available Quick Actions. Under the Service Appointment section, click New Client Note.
Fill in the applicable fields
Click Save to create the Client Note.
Client Notes are stored on the Service Appointment record.
To view Client Notes from the FSL app:
