Add completion notes during sign-off

Add completion notes during visit sign-off to record observations or a summary for back-office review. This article explains how to add notes on a mobile device or in the web app.

Note

Required role: Engineer

Add notes on a mobile device

1. Finish or skip the jobs for the visit.
2. On the job list, tap Close Visit.
3. On the Sign Off tab, review the JOB SUMMARY counts for Completed jobs, Unable to complete, and Not completed.
4. In the COMMENT field, tap the Add a comment about this visit... box and enter your observations or summary. The comment can contain up to 2000 characters.
5. Draw your signature or tick the confirmation box. Drawing a signature clears the confirmation box, and ticking the box clears the signature.
6. Tap Close Visit. If jobs are still open or a required counter-signature is missing, review the Sign off this visit? prompt and tap Sign off.

Add notes in the web app

1. Open the Location, go to the Visits tab, select the visit, and choose Complete Visit.
2. On the Sign Off tab, enter your notes in Notes (optional).
3. Draw the worker's signature on Sign here or tick the confirmation box. These options are mutually exclusive.
4. Choose Complete Visit. If jobs are still open or a required representative signature is missing, review the Sign off this visit? prompt and confirm with Sign off.

What happens to the notes

• When at least one job is completed, the notes are stored with the completed visit for back-office review.
• Open jobs are skipped automatically at sign-off and recorded for back-office review.
• If no job on the visit was completed, the visit is recorded as Skipped. On mobile, the comment becomes the recorded skip reason. In the web app, the notes become the skip reason; no signature is kept and the visit does not go to review.