Comments & Recommendations

Add notes and recommend future work on a jobcard

ManagerReceptionTechnician

Every jobcard has two free-text fields — Comments and Recommendations — found in a collapsible section on the Jobs tab. They're visible to everyone on your team and auto-save as you type.

The same card is pinned to the top of the Inspections tab, so whoever is working through a checklist can read the check-in notes and add to them without switching tabs. It's one set of fields, not a copy: edit it in either place and it's the same text.

Comments

Use comments to record anything relevant to this particular visit. Notes from the customer, observations during check-in, or context for the technician.

Examples:

  • "Customer reports squealing noise when braking at low speed"
  • "Second key left at reception — return on collection"
  • "Customer waiting — priority job"

Comments are not internal-only. On the Customer Copy printout the Comments toggle is switched on by default, so whatever you write here goes to the customer unless you turn it off before printing. Keep anything you wouldn't want read out at the counter in the activity log or the jobcard chat instead.

Recommendations

Use recommendations to note future work the vehicle will need. These are advisory notes for the customer, not active jobs on this jobcard.

Examples:

  • "Front brake pads at 30% — recommend replacement within 3 months"
  • "Slight oil leak from sump gasket — monitor and address at next service"
  • "Tyres approaching legal limit — budget for replacement soon"

Recommendations only print on the Customer Copy. There's no Recommendations toggle on the Workshop Copy, so the floor never sees them on paper.

Recommendations vs jobs

A recommendation is a note about future work. If the customer approves it now, add it as a job on the jobcard instead. Recommendations are for things that can wait until the next visit.

From inspection

Advisory and failure findings from this jobcard's inspections appear automatically in a collapsible From inspection block under the Recommendations field, so they reach the customer's printout without retyping. You can untick any finding you don't want included.

Comments and Recommendations expanded, with the From inspection block under Recommendations.

The rich text editor

Both fields use a rich text editor. The toolbar gives you Bold, Italic, bullet lists and numbered lists — useful for structuring longer notes or working through a multi-point recommendation in order.

Changes save automatically after you stop typing. There's no save button — just type and move on. If a save hasn't landed yet the field shows an Unsaved changes marker.

Photos

The first button on either toolbar is Attach photo. Use it to put a picture next to the words: the state of a part on arrival, a leak you want the customer to see, the damage already on the bumper at check-in.

Click Attach photo

The image icon at the left of the Comments or Recommendations toolbar. Each field has its own, and photos stay with the field you attached them to.

Pick one or more images

JPEG, PNG and WebP. You can select several at once. Up to six photos per field.

They appear as a strip under the editor

Click a thumbnail to open it full size and page through the rest. The small × on a thumbnail removes it.

Photos save as soon as they upload rather than waiting for the text debounce, so a photo has either made it onto the jobcard or it hasn't. They're in-app only: they don't appear on the printouts.

Spotting jobcards with notes

When either field has content, the Comments & Recommendations section header shows coloured badges so you can see at a glance that notes exist without expanding the section.

Who can edit

Anyone who can edit the jobcard (the jobcards.edit permission, which all default roles that work with jobcards have) can add or edit both comments and recommendations. There's no separate comments permission.

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