RB User Guide > Tools

Notes Templates

RB9 only

Instead of typing the same information into the notes for each case/job — or copying and pasting the info from a Word doc — create templates of boilerplate text to fill the notes fields in cases and jobs. You can create notes templates for:

• Case Remarks
• Job Confirmation Notes
• Job Production/Billing Notes
• Job Resource Notification Notes
• Job Scheduling Notes

Reference

• Notes Groups

Step-by-step instructions

• Creating/updating notes templates
• Adding boilerplate text to remarks & notes