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Question

Sharing Notes Over Multiple Tickets


mhellweg
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Good morning! I was wondering if anyone has a good way for technicians to share notes over multiple tickets. We have some follow up tickets that we schedule around 1 week, 4 weeks and 7 weeks after a project and I’m looking for ideas on where a tech could log some info that someone else would be able to view from the field at a later date. Thank you in advance!

3 replies

BHarwood
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  • October 14, 2026

The only idea that comes to mind for me is to use Issues and have them tag the eventual crew leader on the issue to be able to see any notes. 


mhellweg
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  • October 14, 2026

​@BHarwood I was wondering something like that… I’ll keep thinking about it and test that out.

My other thought was maybe site audits in some way.


BHarwood
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  • October 14, 2026

​@mhellweg That is an interesting option! I would only say that with Site Audits, you cant assign them to anyone at this point. I wonder if Site Audits 2.0 would help with this!