Notes and Email Notes
Work Order Notes
Notes can be found to the right section of any Work Order in Sweven. In order to save a note you need to type in your comment and click on Save Note.
Clicking on Show To will make your note visible to Client, Vendor, or Technician users associated to the Work Order;
● Note that only users who can see the work order will be able to see the notes
in it.
Once your note is created, it will be listed below along with all other notes for the Work Order, from newest to oldest. Notes created by you will feature a few extra options:
Get Link
To share that specific note with other Owner users
Send to Email
To send that specific note via email
Edit Note
To modify or add content to that specific note
Remove Note
To completely delete the note and it's content
Email Notes and Templates
Email Notes are an enhancement to ordinary notes, enabling users to take the content of a note and email it out to a contact of their choice.
Once your note is ready, clicking on Save & Send will enable the email-related fields
● Recipient, CC, BCC addresses, and Subject
You can modify the note and click Send when it’s ready to send the emails out.
Email Notes also come with a Template tool to save and prepare emails in advance, avoiding the repetitive work of writing the emails from scratch. These templates can be kept private for personal use or shared with all your company users in Sweven.
Ready to get started?
If you have specific questions about this topic, don’t hesitate to contact us at contact@ecobpm.com
Learn more about how sweven works
Work Order Lifecycle
Work Orders Lifecycle Work Orders are a key element in any company’s efforts towards organized labor, operations control, and good service levels for its clients.
Work Order Using Checklists
Using Checklists In Sweven, checklists are an accessory tool in Work Orders that enable your technicians to see and modify a fixed list of items
Work Order Management
Creating a service order When creating a Service Order, there are key mandatory fields that must be filled before saving; these fields are marked with
Pipeline Management
Introduction Using Pipeline to supervise your operators Sweven’s Pipeline features a horizontal queue of steps for Work Orders to follow, giving everyday operations users and
Login and Account Management
Login To access an existing Sweven account, you’ll be required to input your username (an email address) and password. ● Provided via email or by