Smart Notes

Smart Notes were designed to provide an easy, efficient and consistent method for users to add instructions to a job. Prior to the introduction of the Smart Notes feature, the only way users could communicate specific instructions was to manually type them into notes fields. This method is far from ideal, since it does not provide either traceability or consistency – both much needed in any industrial process. Also, manual typing of notes is cumbersome and inefficient. By providing a standardized way to collect and display information, iQuote improves your company’s workflow immensely.

Because the Smart Notes orders the information according to the context inside a job, it protects the production process against human error: Where a simple note might be badly written, misunderstood or simply overlooked, the Smart notes get the precise information needed in each step of the way. Its technical backbone allows keeping track of modifications in the job, controlling types of fields and possible answers. It also allows for an easy flow of data for integration across systems. This robust solution has the power to reduce error and rework, saving valuable time and investment for your business.

Note: This section was written for contexts where the iQuote system has already been preconfigured and it’s necessary only to add the functions specific for this particular scenario. If the system is not set or there are doubts about its records or functions refer to the iQuote user guides, the Online Help or reach out to our support team.