Notes et Annotations

Le Problème

Pourquoi cette extension existe-t-elle ?

EV charging operations involve dozens of decisions every day: a charger that needs a technician visit, a driver with a special billing arrangement, a location with a power limitation. Without a way to annotate these objects, this knowledge lives in emails, WhatsApp messages, and people heads — and gets lost when someone leaves.

La Solution

Ce que vous obtenez

Notes on any object: chargers, drivers, locations, sessions, partners, and invoices
Pinned notes: pin important notes to the top of any object for immediate visibility
Reminders: set reminders on notes — get notified when a note needs follow-up
Team mentions: mention team members in notes to notify them of important information
Note history: full history of all notes per object with author and timestamp
Note categories: tag notes by category (maintenance, billing, complaint, etc.) for easy filtering
Search: search all notes across all objects by keyword, category, or author

🎯 Who is this for?

Operations teams, support agents, and any team that needs to track context, follow-ups, and special arrangements across their charging network.

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🔌 Modular by design

Activez ou désactivez par tenant. Payez uniquement ce que vous utilisez. Toutes les extensions s'intègrent parfaitement.

Capacités Clés

Tout inclus

Notes on Any Object

Add notes to chargers, drivers, locations, sessions, partners, and invoices. Context lives where it is relevant.

Pinned Notes

Pin important notes to the top of any object. The technician visiting Charger CP042 sees the pinned note immediately: Intermittent fault — check relay on connector 2.

Reminders

Set reminders on notes. Follow up with Driver 1234 about billing dispute in 3 days. Get notified automatically — nothing falls through the cracks.

Team Mentions

Mention team members in notes to notify them. @billing-team: This driver has a special 20% discount arrangement — do not change their tariff.

Full-Text Search

Search all notes across all objects by keyword, category, or author. Find any note in seconds.

Note Categories

Tag notes by category: maintenance, billing, complaint, VIP, etc. Filter notes by category for quick access.

Cas d'Usage Réels

Voyez-le en action

Comment les opérateurs du monde entier utilisent cette extension pour résoudre des vrais problèmes et développer leur activité.

Technician sees maintenance note before visiting charger

A technician is dispatched to Charger CP042. Before arriving, they open the charger in OASIS HUB and see a pinned note: Intermittent ConnectorLockFailure on connector 2 — likely relay issue. Check relay board. The technician brings the right spare part and fixes the issue on the first visit.

Billing team sees special arrangement note

A driver calls about their invoice. The support agent opens the driver profile and sees a pinned note: VIP customer — 20% discount on all sessions, approved by CEO. The agent applies the correct discount without escalating or checking with management.

Reminder prevents missed follow-up

A CPO promises a driver to investigate a disputed session and follow up in 3 days. They add a note with a 3-day reminder. On day 3, they receive a notification: Follow up with Driver 1234 about session dispute. The driver is contacted before they have to chase.

Étude de Cas

Operations team reduces missed follow-ups by 94% with Notes and Reminders

A CPO operations team was tracking follow-up tasks in a shared spreadsheet — a process that frequently resulted in missed follow-ups and frustrated drivers. After enabling Notes and Reminders, all follow-up tasks are tracked as notes with reminders on the relevant object. Missed follow-ups dropped from 23% to 1.4%. Driver satisfaction with issue resolution improved from 3.4 to 4.5 out of 5.

-94%

Missed follow-ups

4.5/5

Issue resolution satisfaction

Spreadsheets needed

100%

Context in one place