Order Notes and Attachments

Overview

Order notes and attachments help you store information about an order and share it with the customer when appropriate. Use the visibility settings on each note or attachment to control whether the customer can view it on the Storefront.

Notes

You can open an order’s notes from the order’s left navigation menu, the Paper icon in the Orders grid, or the Paper icon on the Order Summary screen.

Notes grid 

Note icon in the Orders grid 

Note icon on the Order Summary screen 

Add a Note

Customers can add notes from the Storefront. To add a note in Admin:

  1. Open the order.
  2. Click Notes in the order’s left navigation menu.
  3. Click Add New at the bottom of the Notes grid.

Note Fields

Field Name Purpose
Subject A brief description of the note.
Keyword An optional way to categorize the note.
Visible on Storefront Determines whether the customer can see the note when they open the order on the Storefront and view its Notes area.
Include on Work Order Determines whether the note appears in the Notes section of a printed Work Order.

Note details 

Delete a Note

  1. Open the order.
  2. Click Notes in the order’s left navigation menu.
  3. Find the note and click Delete in its row.
  4. In the confirmation dialog, click Yes.

Attachments

You can open an order’s attachments from the order’s left navigation menu, the Paperclip icon in the Orders grid, or the Paperclip icon on the Order Summary screen.

Attachments grid

Attachment icon in the Orders grid 

Attachment icon on the Order Summary screen 

Add an Attachment

To add an attachment to an order:

  1. Open the order.
  2. Click Attachments in the order’s left navigation menu.

  3. Click Add New at the bottom of the Attachments grid.

    File size limit: Files must not exceed 10 MB. Compress files when possible.

  4. Enter the attachment details and upload the file, then click Save.

Attachment visible on the Storefront

Attachment Fields

Field Name Purpose
Subject A brief description of the attachment. If left blank, the attachment’s file name is used as the subject after upload.
Display Order Determines the order in which the attachment prints on the Work Order when Include on Work Order is selected.
Include on Work Order Determines whether the attachment is included on the Work Order.
Include on Labor Order Determines whether the attachment is included on the Labor Order.
Visible on Storefront Determines whether the customer can view and download the attachment from the Storefront.

Delete an Attachment

  1. Open the order.
  2. Click Attachments in the order’s left navigation menu.
  3. Find the attachment and click Delete in its row.
  4. In the confirmation dialog, click Yes.