Overview
Note templates in NextCrew streamline communication and ensure consistency across your organization. They allow users to quickly insert standardized notes for common scenarios, such as interview preparation, job confirmations, or updates on licenses and availability. Templates can be shared across your organization, promoting efficiency and reducing repetitive manual entry.
Navigation
Notes are available almost on all records such as Crew, Client, Jobs, orders
Real-World Scenarios
Preparing standard questions or checklists before interviewing a candidate.
Sending confirmation notes when assigning someone to a job.
Updating records regarding a worker’s license status or availability.
Use Case: Creating and Using a Note Template
Steps:
Go to the “Notes” section.
Type in Note and click on Save
When adding a note to a profile or job, click on the template dropdown and choose your desired template.
Edit the note as needed before saving.
FAQ
Q: Who can edit or delete a note?
A: Only the user who created the note can edit or delete it.
Q: Are note templates visible to everyone?
A: Yes, templates can be shared across the organization for consistent use.
Q: Is there compatibility with previous versions?
A: Yes, any note added in NextCrew 2.0 can be viewed in the legacy version and vice versa.
Q: Can notes be seen by crew members?
A: No, notes or templates cannot be seen by crew members or clients of staffing agency. The are visible only to staffing managers
Q. Can share template with other administrators?
A: Yes, just click on the toggle "Shared"
Pro-Tip
Create templates for the most frequent communication scenarios to save time and maintain professionalism across your team’s notes.
To get started designate a person at your organization who can create various templates and share with the rest of the team members.
Legacy Compatibility
Templates are not available in legacy but when you create notes in 2.0 using templates they are visible in legacy