Adding a Note allows you to leave comments that will help you remember what the trip was for (e.g. name of the client you met, etc). You can do it quickly from the Trips tab, or tap on the Trip itself to leave a note.
To begin, select your device:
Watch the brief video tutorial or keep scrolling for a step-by-step image tutorial!
Step 1: From the home screen, tap on 'Trips'
Step 2: From the Trips tab, select 'All' at the top of the screen so you know that you are viewing all of your Trips.
Step 3: Click on the Notes icon and type away! Your Note will automatically be saved
Or you can also tap on the Trip card directly and scroll down to 'Notes'. Simply enter your note and tap 'Save'
Excellent! Your Note has been saved to your Trip card!
Watch the brief video tutorial or keep scrolling for a step-by-step image tutorial!
Step 1: From the Everlance app, tap on the menu icon at the top left corner of your screen.
Step 2: Select 'Trips'
Step 3: Tap on the drop-down arrow to view 'All' Trips
Step 4: Click on the Notes icon and type away! Your Note will automatically be saved.
Or you can also tap on the Trip card directly and scroll down to 'Notes'. Simply enter your note and tap 'Save'
Excellent! Your Note has been saved to your Trip card!
Watch the brief video tutorial or keep scrolling for a step-by-step image tutorial!
Step 1: From the Web Dashboard, click on 'Trips'
Step 2: Scroll down until you find the trip that you would like to edit and hover your mouse over the map to bring up the Map, Note, and Vehicle icons.
Step 3: Click on the Note icon and type in the information
You're done! The Note should save automatically on the Web Dashboard.
Customer Support:
If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.
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