V3 Review Visit Overlay - Add Notes/Attachments

To view or add Notes or Attachments to a Visit, use the following steps:

  1. Navigate to a Visit Review overlay.
  2. Click Advanced Actions.
  3. Click Add Notes/Attachments.

  4. On the Add Notes/Attachments overlay, click Add Note to add a new Note. To add a new Attachment, click Add Attachment or drag a file into the field near the bottom of the overlay.

  5. When you are finished, click Save. To otherwise exit the overlay, click Cancel or the "X" in the upper right corner of the overlay.

Note: if you add a Note or Attachment to a Visit that is part of a Recurring or Package Job, it will only be seen on the Visit it was added to, not all Visits. 

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