1. Coast App Help Center
  2. Work Orders
  3. Work Orders: Basics
Or Ask a Human

Add Notes, Checklists & Attachments to a Work Order

In Coast, you can easily add notes, checklists and attachments to your work orders, so you and your team can quickly and efficiently get on the same page.

Note: Creating a Checklist Procedure can only be done on desktop. Once a checklist procedure is created on desktop, mobile users can add it to their work orders. 

Mobile
Desktop

  1. From the home screen, select the Work Orders workspace.

  2. Select the work order you want to edit 

Steps to add notes to a work order:

  1. Type your notes into the Describe the problem or issue field.

  2. Hit OK, and then press Save .

Steps to add checklist to-do’s to a work order:

  1. Scroll down to the Checklist section to find the Add to-do’s fieldScreenshot 2024-12-16 at 1.01.38 PM.png.

  2. Tap on + Add to-do’s… and type in your text.

  3. Tap on the + button to type in additional text.

  4. Press Save .

Steps to add checklist procedures to a work order: 

  1. Scroll down and click on the Procedure field .

  2. A list of your organization’s sub forms will appear. Select one to attach to your work order.

  3. Click Save .

Steps to add attachments to a work order:

  1.  Press the Upload files box. You can add up to 10 images, files or videos to the work order. 

  2. Press Save .

  1. On the left-hand side, click into the Work Orders workspace.

  2. Select the work order you want to edit. 

Steps to add notes to a work order:

  1. Type your notes into the Describe the problem or issue field.

  2. Click Save .

Steps to add checklist to-do’s to a work order:

  1.  Scroll down to the Checklist section to find the Add to-do's fieldScreenshot 2024-12-16 at 1.01.38 PM.png.

  2. Click on + Add to-do’s… and type in your text.

  3. Click the + buttonto type in additional text.
  4. Click Save .

Steps to add and create procedures for a work order: 

  1. Scroll down and click on the Procedure field.

  2. A list of your organization’s sub forms will appear. Select one to attach to your work order.

  3. To create a new procedural sub form, click + Create New Sub Form.

  4. A menu titled Sub Form Overview will appear. Click + New. Name your new sub form, and hit Create .

  5. Customize the question and answer fields for your new procedural checklist.

  6. Click Save .

  7. Once your new procedure is created, make sure to go back into your work order’s Procedure field, and add the sub form. 

Steps to add attachments to a work order:

  1. Click the Upload files box. You can add up to 10 images, files or videos to the work order

  2. Click Save .