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How to Add Work Order Closing Notes
How to Add Work Order Closing Notes

Learn how to leave closeout notes to share what helped solve the Work Order

Jason Visenberg avatar
Written by Jason Visenberg
Updated over a week ago

Available On:Starter, Professional and Business Plus


Close out notes are a great way to track and share what fixed the issue on a work order. When closing a work order in UpKeep, simply add a note detailing the resolution or any important actions taken. These notes help keep your team informed and provide a clear record for future reference!


How to Add Close Out Notes

  1. Select the Work Order.

  2. Go to the Overview tab.

  3. Click the edit ✏️ next to Close Out Notes.

  4. Type your note, then click the save ✅ to keep it.


​How to Add an Automatic Summary for Close Out Notes

  1. Click the edit ✏️ next to Close Out Notes

  2. Select Auto Generate Summary

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