What Are the Types of Notes and Where Can I See Them?

There are three types of notes in Yeti: Operator Notes, Shift Notes, and Dispatcher Notes. Each type appears in specific reports and can be exported depending on configuration settings.

Table of Contents:

Operator Notes

Created by operators in the mobile app to record details about a site or services performed.

Operator notes are available on the Service History Report, Billing Report, Sub-Contractor Report and Employee Timesheet Report.

Service History Report

In the Service History Report, click on a record to see the operator’s notes.

In the Service History Report, the operator notes can be exported to a PDF or to an online report by enabling the PDF configuration.

Billing Report

In the Billing Report, click on a record to see the operator’s notes.

In the Column Configuration, you can also select whether to show the field on the main page and on the report when exporting the record.

Sub-Contractor Report

In the Sub-Contractor Report, click on a record to see the operator’s notes.

In the Column Configuration, you can also select whether to show the field on the main page and on the report when exporting the record.

Shift Notes

Added by operators when ending a shift.

Shift History Report

To view these notes in the Shift History Report, click on a record to see the shift notes.

Employee Timesheet Report

To view these notes in the Employee Timesheet Report, click on a record to see the shift notes

In Employee Timesheet Reports, shift notes can be exported to a spreadsheet by enabling this option in the column configuration.

Dispatcher Notes

After an operator ends their shift or site, the dispatcher is able to add notes under Dispatcher Notes for each site.

Service History Report

To view these notes in the Service History Report, click on a record to see the Dispatcher Notes.

In the Service History Report, you can export the Dispatcher Notes to a PDF or to the online report by enabling this option in the PDF configuration.

Billing Report

In the Billing Report, the Dispatcher Notes can be viewed and exported to a spreadsheet by enabling this option in the column configuration.

Sub-Contractor Report

In the Sub-Contractor Report, the Dispatcher Notes can be viewed and exported to a spreadsheet by enabling this option in the column configuration.