Add engineer codes to the appointment notes for the Engineer

If you wish to add field values from Tracker Pro Installation into any associated Job or Quote appointments do the following:

A: In Company Details setup the fields for inclusion in the Appointment Notes ( Main Menu Settings - Company Details - Defaults Tab )

Step 1 : Select the fields

Step 2: Click on Add

Step 3: Click on Save

B: Populate the fields as appropriate ( in this example here we are adding AdminCode, UldCode and EngineerCode.

Step 4: Populate the fields that will be picked up with appropriate data in the Installations Module

Step 5: Press Save

C: Enter the diary entry noting the values now included in the Appointment Notes.

A: Company Details

B: Populate the company default fields

C: Enter the appointment into the Timeline.

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