Notes and Attachments for Delivery Drivers and Field Technicians

What this means for distribution businesses

A delivery note that says "use the side entrance, buzzer code 4421, ask for Dave in the warehouse" saves the driver a 10-minute phone call. Notes and attachments let dispatchers add text instructions, PDF documents, and reference files to any task. Courier operations can attach customs documentation to international parcels. Grocery distributors can note allergen handling requirements on specific deliveries. For wholesale food operators, driver profiles can carry food hygiene certificates as attachments, and vehicle records can store insurance and MOT documents.

What this means for field service businesses

An HVAC technician arriving at a commercial building needs the site access code, the plant room location, and the specific unit model number. Notes attached to the task card provide all of this without a phone call to dispatch. Pest control operators can attach site plans showing bait station locations from previous visits. Electrical contractors can store circuit diagrams and previous test certificates as task attachments. For facilities management teams, vehicle profiles can carry tool inventories and driver profiles can store certification documents, all accessible from the dashboard.

How it works

• Add text notes to tasks, driver profiles, vehicles, and customer records
• Attach files (PDFs, images, documents) to any record in the system
• Notes and attachments appear on the driver's task card in the mobile app
• Dispatchers can add notes in real time that sync instantly to the field
• Search and filter notes across all records for audit and review