Overview
You can add, edit, or remove technician memos directly from the technician menu on the Daily Dispatch Board. This makes it quicker and easier for you to manage internal notes about technicians.
Who uses this feature
Dispatchers
Applies to all business types
Things to know
Hover over a technician's name on the Daily Dispatch Board to see any existing memos about them.
If needed, you can also add, edit, or remove an individual technician's memo from their technician profile.
Best practices
Check with your team before editing or deleting a memo, as these actions impact everyone in the office.
Use cases
As a dispatcher, you need to add a new, internal note about a technician you're working with without leaving the Dispatch Board. Click the technician's name on the Dispatch Board to quickly manage memos about them.
Add a memo
Click the technician's name on the Daily Dispatch Board.
On the dropdown menu that opens, click Add/Edit Memo.
On the Technician Memo pop-up that opens, enter your note in the Memo field.
(Optional) If you want the memo to appear on multiple technician's profiles, select Add to multiple technicians then search for and select the technicians you want to include.
When finished, click Save.
Note: If one of the technicians you're including has an existing memo, you're prompted to confirm if you want to overwrite their existing memo.
Edit a memo
Click the technician's name on the Daily Dispatch Board.
On the dropdown menu that opens, click Add/Edit Memo.
On the Technician Memo pop-up that opens, make your changes to the memo.
When finished, click Save.
Delete a memo
Click the technician's name on the Daily Dispatch Board.
On the dropdown menu that opens, click Add/Edit Memo.
On the Technician Memo pop-up that opens, click Clear Memo.
When finished, click Save.