Job notes software for UK trades
Job notes on customers and job sheets
Job notes in JobSheet are workspace-visible comments on customer profiles and job sheet detail. Everyone signed in sees the same thread, so the office can log “client wants PM slots only” and the engineer reads it before driving to site.
That is the difference between job notes software and a private notebook or a group chat: the note stays on the record it belongs to. When someone opens that customer or job sheet six months later, the access code, parts ordered, or snag list is still there.
Need step-by-step instructions? See Add notes on a job or customer. For the full job sheet workflow, see online job sheet software and what is a job sheet.
Customer notes vs job sheet notes
Customer notes cover things that apply across every visit: gate codes, parking, billing contacts, or “always call before 8am”. They sit on the customer profile and show whenever anyone opens that account.
Job sheet notes cover one visit or project: what was found on site, parts still to order, photos described in text, or handover to the next engineer. They sit on that job sheet only.
Both use the same comment box and the same team visibility. Choose the profile when the fact outlives a single job; choose the job sheet when it is specific to that day’s work.
Who sees job notes
Notes are visible to everyone in the workspace with access to that customer or job sheet. Field staff see office notes on their assigned jobs; office staff see what engineers logged from site.
That shared visibility is what makes field service notes useful for small teams. You are not forwarding screenshots of a WhatsApp thread or hoping someone remembered to update the CRM. The note is on the job the customer will ask about.
Job notes are not private DMs. If you need to nudge one person, use @mentions (below) so they get a clear signal without hiding the note from the rest of the team.
@mentions
Type @ and a team member name when composing a note to mention them. Mentions work on customer, job sheet, and quote notes.
Mentions appear in Recent activity on the Dashboard and in notification-style flows elsewhere in the product, so the right person sees the note in context rather than in a separate inbox.
Reminder dates on the schedule
When you add a note, you can optionally set a reminder date. That note appears on the Work Schedule for that calendar day, alongside scheduled job sheets.
Mine on the schedule filters job reminders by assignee; everyone shows all workspace reminders. That turns a note into a lightweight follow-up without creating a full job sheet for “ring client about quote” or “check parts delivery”.
See Work schedule for how reminders sit next to assigned jobs.
Dashboard recent activity
The Dashboard Recent activity feed shows notes, mentions, likes, and file uploads with links back to the customer or job sheet. Reminder notes for today also appear under What’s on today?.
Office staff often start the day there to see what engineers logged overnight. Field staff can check mentions before leaving for the first job. See Use the Dashboard and Reports & activity.
Job notes on mobile
On a phone, notes use the same Comments section on the job sheet or customer profile. After you install JobSheet on your phone, engineers can add notes from site when they have signal.
With the PWA installed, job notes can be queued offline on a job sheet and sync when connection returns. You cannot add notes to brand-new records offline, but updating an existing job sheet note is part of the honest offline limits on mobile job sheet app.
Job notes vs messages or paper
Paper job cards and text threads work until the team grows or the office needs an audit trail. Job notes software keeps comments on the record, dated and visible to the workspace, instead of scattered across personal phones.
JobSheet does not replace SMS or email to customers. It is for internal job and customer notes your team shares. Customer-facing documents stay on quotes, job sheets, and invoices.
Frequently asked questions
Can field staff add job notes?
Yes. Anyone with access to the customer or job sheet can add notes. Field staff add site findings; office staff add scheduling or billing context.
Do job notes appear on printed job sheets?
Notes are primarily for the live workspace. Printed or PDF job sheets focus on the job details, customer, and line items your templates include. Check a sample print from your workspace if you rely on paper copies on site.
Can I mention someone on a quote note?
Yes. @mentions work on quote notes as well as customer and job sheet notes.
Where do reminder notes show up?
On the Work Schedule on the date you set, and under What’s on today? on the Dashboard when the date is today.