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Record notes, photos and recommendations

Add context to completed work and problems found.

On this page

Before you start

  • Check the work order and equipment the information relates to.

Choose the note context

Use the work order notes area to describe the work and checklist fields for observations about a unit. Respect the distinction between internal notes and information intended for the report.

Add useful photos

Use the available photo fields or actions to take or select an image. Include a view identifying the unit and another showing the relevant detail. Check the preview and upload status.

Describe the recommendation

Record the observed problem, affected unit and recommended action. Distinguish what was fixed during the visit from what needs future work. Review the text before completing.

Check the result

The work order contains clear notes, photos and recommendations for the office to review before sending the report.

If something gets in the way

Is the photo still missing from the office view?

Check pending uploads and connectivity. Do not delete the image or uninstall the app until synchronization is confirmed. A local preview does not mean uploading has finished.

Record notes, photos and recommendations | Fieldbase