Add Follow Up Notes to a vehicle

Follow-up notes allow you to attach reminders to a vehicle so that important information is recalled the next time that customer visits your workshop. This article explains how to add, view, and dismiss follow-up notes.

Step 1: Create the Invoice and Set a Follow-Up Date

1. Create an invoice for a customer and select a vehicle. See How to Create a Customer Invoice for details.
2. Fill out the invoice as normal and press Save.
3. Choose a follow-up date by pressing the Calendar button next to the Follow Up Date field.

Step 2: Add Follow-Up Notes

1. Next to the Follow Up Date, press the green Pencil button.

2. A text box will appear where you can type your follow-up notes.

3. Press Done.

4. Save and process your invoice.

You will now see a purple tag on the vehicle that says FOLLOW UP NOTES, indicating that follow-up notes are attached to this vehicle.

Step 3: View Follow-Up Notes on a Return Visit

1. When the customer comes back with this vehicle, create a new invoice as normal — making sure both the customer and vehicle are selected — and press Save.
2. You will see the purple FOLLOW UP NOTES tag attached to the vehicle. Press the Star button to the right of the tag, then select Follow Up Notes.

Important: The invoice must be saved before proceeding. If the invoice is not saved, the Follow-Up Notes option will not appear.

3. The follow-up notes will appear in a text box.

Step 4: Add Follow-Up Notes to Job Card

1. Press Add To Job Card Notes to copy the follow-up notes into the Job Card Notes section of the invoice.
2. Confirm that you want to proceed when prompted.

Step 5: Dismiss Follow-Up Notes

If the follow-up item will be handled on this visit, you can dismiss the follow-up note:

1. Click on the Star icon in the Vehicle Details banner.
2. Select Follow Up Notes from the menu.
3. Click Dismiss to remove the follow-up note from the vehicle.

Good to Know

• Follow-up notes are attached to the vehicle, not the customer — they will appear whenever that vehicle is added to a new invoice.
• The purple FOLLOW UP NOTES tag provides a visual indicator that notes exist for the vehicle.
• You must save the invoice before the Follow-Up Notes option becomes available.
• Dismissing a follow-up note removes it permanently from the vehicle.

Also Explore

• Job Management — Feature Overview
• Dead Simple Invoicing — Feature Overview
• Workshop University: From Whiteboard to Digital — Modernising Your Job Management
• Getting Started: Customer Workflow Guide