Starred Notes

Overview

 

The purpose of the Starred Notes dashboard is to provide Gearbox users all Service, Repair, and Tyre work orders that contain a Starred Note. The Starred Notes feature allows users to Star or ‘pin’ a note against a work order. This is commonly used in the scenario when the work order has been completed and closed, but invoicing details need to be added once the invoice has been received. You can Star a note for Services, Repairs, and Tyre records.

 

How to Star/Pin a Note

The following process can be applied for a Service, Repair, Tyres and Inspections via the Show History button. In this example we will be starring a note in Services. 

1. By clicking on an existing Service scroll down to the bottom and click on Show History (1) 

 

 

2. From here you can Add Notes (3) or Star Notes (4) by clicking on the Star of existing notes in Gearbox. These notes will now show up on your Starred Notes Dashboard

 

 

Where to Locate Starred Notes 

Certain work orders will have their Show History in different locations, see below.

 

Services 

Once you have clicked on the Service scroll down to the bottom and you will see Show History located at the bottom of the page in the middle 

 

 

Repairs

Once you have clicked on the Repair click on More Information then click on Show History 

 

 

Tyres 

Once you have clicked on the Tyre click on Show History