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Comments in work or service orders

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You can add comments to a work or service order. 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 the customer to see the comments, you can change this by unchecking Internal. The box where you uncheck will only appear after you have saved your newly created order.

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.

Updated on 2 May 2025
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