Notes Location On Invoice?

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rhillig
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Notes Location On Invoice?

Post by rhillig »

:?: :?: I'm curious if there ever is a time that you wouldn't want the notes listed on the bottom of the labor listings. Someone had posted a long time ago a cool trick in order to make the notes section stick out to type ===== before typing the notes field.

Personally I use the notes field to explain all the work that we have completed (write the story) on their vehicle & let the customer know of any other items that need attention. It would be nice if it was always on the bottom of the labor field & somehow stood out....I do not have a problem with making sure I click on the last line to make sure that is where the notes are - however the other gremlin that also invoices doesn't always remember to do that & the notes are intermixed with the other labor fields & it makes it hard to read - or to find to point out to the customer when they come pick up their vehicle.
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ricmorin
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Re: Notes Location On Invoice?

Post by ricmorin »

I'm curious. Why not use the Work Performed field in the Labor window? That way your 'story' is always attached to the labor it describes.
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rhillig
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Re: Notes Location On Invoice?

Post by rhillig »

ricmorin wrote:I'm curious. Why not use the Work Performed field in the Labor window? That way your 'story' is always attached to the labor it describes.
I like to write a clear explanation detailing everything we did. While we could write it in the labor window - many times there is not enough room. And I really like to have a "story" with everything in one location so when the customer comes in - we can go over what was done without having to jump around in every labor description to touch on the repairs we have completed.
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Re: Notes Location On Invoice?

Post by ricmorin »

Wow. You must type a lot. The Labor Performed window holds 4095 characters. On a standard invoice where parts are on the left and labor on the right, that would fill two pages of description for one labor.

Maybe I'm missing the boat here. I *thought* we were very descriptive in our labors. Could you post an example of one of your invoices where you have this much description? If I can do better, I'm willing.
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Re: Notes Location On Invoice?

Post by sbcauto »

What We Do If We Want Something to Stand Out I Put ****At The Start & Finish And Put It At The Bottom Of The Labour Side****
This Way It Noticed. SomeTimes I Will Also Highlight The Note. Hope This Helps.
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Re: Notes Location On Invoice?

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sbcauto wrote:What We Do If We Want Something to Stand Out I Put ****At The Start & Finish And Put It At The Bottom Of The Labour Side****
This Way It Noticed. SomeTimes I Will Also Highlight The Note. Hope This Helps.
We do something like this - however my problem is the other service writer (ie gremlin) doesn't always remember to put that note at the bottom & it's not easy to read to the customer.

Ric - crazy week here this week. Next week I will send you some samples.
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Re: Notes Location On Invoice?

Post by ricmorin »

sbcauto wrote:What We Do If We Want Something to Stand Out I Put ****At The Start & Finish And Put It At The Bottom Of The Labour Side****
This Way It Noticed. SomeTimes I Will Also Highlight The Note. Hope This Helps.
Great idea! Thanks.
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Motorcar Alternatives, LLC
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Re: Notes Location On Invoice?

Post by Rich »

I understand the detailed notes. I live two lives. One is the service writter the other a Fire fighter/MFR. I am use to details. We arrived on scene of a two car PI, car 1 had three pt's, driver complained of.......... Write it for the lawyers I always say. So i have a tendency to want the same thing here. Tough some days to give "the reader digest" version.
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Re: Notes Location On Invoice?

Post by Rich »

I laugh out loud now...

I USED SEARCH!!!!!!!!!!!!!!!!!!!! :shock:

We were talking here about details and not enough room to write "notes". I am on a "troubled repair" so to speak. I have opened "notes" 12 times AND filled them all!

Its all in the details..... :lol:
Rich Hays
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Being able to get CAPE off a Skew T chart is important in this hobby.
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