Notes from the office and foreman notes

Notes travel both ways: the office leaves instructions for the crew, and the foreman writes notes on the job for the office.

Notes from the office

The office writes a note on the order and ticks Foreman for it (see Notes on an order). You read it:

1. 1Open the job and go to Job Details.
2. 2Scroll to Office Notes. Each note shows who wrote it and when.

With none, it says There are no notes to display. Read the office notes before you press EN ROUTE — they sit right above it.

Write a foreman note

1. 1On the job screen, press the Foreman Notes tile.
2. 2Type in Please enter your notes here.
3. 3Press Save Note.

Your note shows in the list with the date and time. On your own notes, the pencil edits (Edit Note, then Save) and the bin deletes after Are you certain you wish to delete this note? You can't change someone else's note.

On the bill of lading, the same box has Add comment to BOL: switch it on to add the note to the day's comment on the contract as well.

Writing help

If your company has AI help switched on, the sparkle under the box can change the tone, make the note shorter or longer, fix spelling and grammar, or translate it to English, and the microphone lets you speak the note instead of typing. With no signal, the sparkle says AI tools need an internet connection. Otherwise the line under the box says they're coming soon.

Where the office sees your notes

• The Foreman Notes tile turns green with a count.
• On the Dispatch board, the job card's note icon turns gold, and the job gets a green Foreman Notes icon.
• In the order window's conversation, as a note for the foreman.

If something goes wrong

• Cannot load foreman notes. Try again
• That did not save. / No connection. Try again when you have signal.