Manage Service Notes (Web)

Watch the video or scroll down for step-by-step instructions.

Tiers: All

Before You Start: Service Notes once deleted are removed from a customer's service history, and cannot be restored. Service notes are created exclusively on the Skimmer app from a route stop.

Step-by-step instructions . . .

1

To view service notes, select Service Notes.

2

Select from the dropdown options to filter service notes (optional). 

• Click and select from the green Both dropdown to filter by status.
• Click and select from the orange Both dropdown to filter by the type of service associated with the service note.
• Click and select from the Choose Date Range dropdown to filter by day, week or month.
• Click and select from the From and To fields to view a customized date range.

3

Click the checkbox to mark a service note as handled.

4

To edit a service note, click the Edit icon > Save.

5

To delete a service note, click the Trash Delete icon > Delete.