Understanding Notes Display in the History Notes Tab of Work Orders in ServiceBox
This article explains how the origin of a note entry affects where it displays in the History Notes tab of a work order.
Overview
This article aims to clarify how notes are displayed within the History Notes tab of work orders in ServiceBox. Users may find that notes entered as Work Notes on a work order do not appear under the Job Site or Unit/Equipment headings within the History Notes tab. The display logic is based on where the note was originally entered in the system. Misunderstanding this can lead to confusion when reviewing historical data for job sites and equipment. Below is a step-by-step explanation of how ServiceBox handles these notes.
Step 1: Note Origination
In ServiceBox, the display of notes within the History Notes tab is influenced by the original location where the note was entered. Throughout ServiceBox, various tabs such as Customers, Job Sites, and Equipment include a Notes section for inputting notes specific to those areas. When a note is added there, it appears under the corresponding heading within the History Notes tab.
Step 2: Work Order Notes
When a Work Note is added directly to a work order—regardless of whether it references a job site or a piece of equipment—it will appear only under the Work Notes heading in the History Notes tab of subsequent work orders. These notes do not appear under the Job Site or Unit/Equipment headings unless they were originally entered in those specific tabs.
Step 3: History Notes Tab and Filters
All 'Work Notes' will appear under the 'Work Notes' title within the History Notes tab, regardless of their specific reference to a job site or a unit/equipment. To view notes relevant to job sites or units/equipment, users will need to use appropriate filters or search functionality provided by ServiceBox. Notes attached to a job site or unit/equipment initially in their respective tabs or screens will show in the History Notes but under their specific categories, not under 'Work Notes'.
Step 4: Searching for Notes
ServiceBox includes a search bar in the History Notes tab to help users locate specific notes. If you are looking for notes related to a particular piece of equipment or job site that were added as Work Notes, use the search bar to filter results accordingly.
Conclusion
This guide helps correct misconceptions and provides clarity on how notes related to work orders, job sites, and equipment are stored and displayed within the History Notes section of ServiceBox. By understanding where and how notes are entered, users can better navigate the system and find the information they need efficiently.
Need Help?
Contact support by clicking the Help button in the bottom-right corner of your screen when logged in or email us at support@jobboxsoft.com.