Comments & Attachments

Collaborate on work orders

4 min read

Comments and attachments enable real-time collaboration. When a work order is completed, the technician's completion notes and root cause appear at the top of this tab as a Completion Summary.

Comments

Timestamped and attributed to the poster. Use for progress updates, questions, and guidance. Type @ in a comment to mention a colleague by name: they are notified immediately and added as a watcher, so the work order stays visible to them even outside their usual scope.

Attachments

Attach photos, documents, manuals, or vendor quotes directly to the work order.

Tip

Take before/during/after photos for visual documentation and training.

Editing & Removing Images

Need to fix a typo or add a photo you forgot? Click the edit button on your comments to update the text, attach new images, or remove existing ones. An 'edited' badge will appear so teammates know it was revised.

Exporting the complete record

Export PDF generates a complete record of the work order in one file: details, tasks, parts, labor, attachments (photos embedded), comments, custom fields, signatures and status history. Tick the sections you want before downloading, and choose the photo size. Useful for audits, vendors and management. Print stays available on every plan for a quick browser printout; the complete PDF export requires the Starter plan.

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