Technicians can use the Notes feature in FieldEx to add important remarks, observations, or updates directly into a job or task. This helps keep all relevant information in one place and improves team communication.
Once added, notes become visible to both field technicians and planners, making it a convenient way to share updates, raise concerns, or inform the office of on-site findings. The Notes section acts like a lightweight chat history helping teams stay aligned and responsive in real time.
How to Add a Note
Path: Module > Job Order > Notes
Open the assigned job or task.
Tap the Notes section.
Enter your note. This can include status updates, field observations, or special instructions.
Tap Save to log the note.
Tip: Notes function as a shared communication log between technicians and planners. Use them to flag issues, request input, or provide updates that may not fit into checklists or status changes. |
Why This Matters
Maintains clear communication between field and office teams.
Allows planners to view technician updates in real time.
Acts like a chat log to keep everyone informed on job progress or issues.
Captures informal insights that may be missed in structured forms or checklists.