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Comments on orders

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You can add comments to an order or quotation. The comments can be changed or deleted, displayed to the customer or only internally.

You can add a comment in two ways.

In list view: Click on the speech bubble on the right of a work order.

In an open work order: Click on +Add comment in the Comment Section.

Image 1: Work order list view on mobile device. The speech bubble symbol marked 2 indicates there are two comments on this WO. By clicking the symbol you can view and edit the comments – see Image 3.
Image 2: This is what it looks like when you open an existing order. In the Comments field, you can quickly add, delete or change a comment. Don’t forget to click the save button below the comments field when you have changed or added a comment.
So you don’t need to click the Edit button for the order.

Edit comments

Click the pencil to edit or delete comments.

Who will see your comments?

The comments are not automatically displayed to the customer. If you want to allow a customer who is logged in to see the comments, you can change this by unchecking Internal.

The text (displayed to customer) will then appear after your name in the comments field. See example in the screenshot below.

Image 3. This is what it looks like when you click on the “speech bubble” for an AO or SO in the detailed list of orders. All comments are displayed and by clicking on the pencil symbol you can change the comment without opening the order.

Comments on prints

If you want comments to be included in printouts, you need to select it in your settings under Print settings – “Include comments in printout” on each function where you want comments to be included. The setting option is available for:

  • Work order
  • Service protocol
  • Sales order
  • Quote

Comments on customer or facility

If you want a comment regarding the customer and/or the facility as in the image example below, you (or a users with admin permission) activate the Work Order setting – “Show customer comment on order”. This setting affects all places where the customer’s name is displayed.

The comment is retrieved from the customer card and the Comment field. The comment is not displayed to customers on printouts or if the customer has a login.

Image 4: Here there are comments on both the customer and the facility. These are not displayed for logged in customers or on printouts.

Comment on a service object

If you add a comment in the Comment field on a service object, the comment will appear under the service object’s name/description on orders, quotes and protocols.

Image 5: This shows the comment added to the object record.

The comment is not included in printouts of protocols using the standard template. You can include it by creating your own print template.

Updated on 4 June 2025
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