Add notes, photos, and files to records

Notes, media, and activity history live on the records you already work with. They behave the same wherever you see them.

Add a note

1. Open the record and find the Notes tab.
2. Click Create Note, type your update, and set its visibility (for example internal vs. everyone).
3. Save. Each note records who wrote it and when; system notes are added automatically.
4. Use a note's ⋯ menu for View Attachments, Copy Link, Edit, or Delete.

Add photos and files

• On a service request, submitted photos appear in the Photos area at the top (click View All).
• Attach files to any note to keep documentation alongside the update.

Upload an invoice

1. Open the Notes tab and click Create Note.
2. Click the Attach Invoice icon, attach the document, add notes, and Save.
3. The invoice is sent to the Equips team for review.

See activity and history

• Every location and piece of equipment has a Service Requests History panel with a time-range selector.
• On a service request, the Modification tab logs the change history.

Related articles

• Review a service request
• Track costs and invoices