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.

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"

Typing a comment on a jobcard — changes save automatically

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"

Writing a recommendation for future work

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.

The rich text editor

Both fields use a rich text editor. You can format text with bold, italic, and bullet lists — useful for structuring longer notes or multi-point recommendations.

Changes save automatically after you stop typing. There's no save button — just type and move on.

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.

Badges on the section header show when notes have been added

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.