What is the Notes tab?

This window contains areas for six different kinds of notes on a customer's account.

How to use the Notes tab

Type in whatever notes you want to make. Trash Flow saves the notes whenever you change tabs, scroll through customer accounts, or close the account window; there's no need to click a save button. You can also press CTRL + T to automatically insert a timestamp and your initials.

What options are available for the Notes tab?

• Notes: This is a simple text window where you can type general notes about the customer.
• Route Notes: Notes typed here are meant for the driver; they will show up on printed route sheets and on tablets using TeleRoute.
• Temp. Route Notes: Much like regular route notes, but with a time range. Notes will only show up between the days you choose.
• Work Order Inst: Any work order for this customer, no matter the location, will include the notes you type here.
• Secure Notes: This tab is only relevant if you use the Access Control feature that requires users to log in to Trash Flow. You can enter notes here that will only be visible to employees with the proper permissions.
• Pop-up: Notes entered here will pop up in their own window every time someone opens this customer account. It is meant for critical notes that everyone in the office should be aware of about that customer.