Store Admins can add context to services using Delay Reasons and Notes. Delay Reason is a drop-down with many options to describe why the service is delayed. The Notes section is an open text field that allows users to add more details or explanation.
Users can access Delay Reasons and Notes on a service from the Live View page and the Recent Services page.
Steps (Recent Services):
- Click the pencil icon at the top of the recent service table
- In the Delay Reason column, click the dropdown to open a selection of reasons
- In the Notes column, enter a note
- Click the pencil icon again to save
Steps (Live View):
- Click on a service to open the side panel
- Navigate to the Add Delay Reason section
- Click the pencil icon
- Click the Delay Reason dropdown to open a selection of reasons
- Enter a note in the notes field
- Click the pencil icon again to save
Why This Matters: You can use notes for coaching, process tracking, or when investigating bottlenecks.