How to add notes on a job or customer in JobSheet

Steps

1. Open a customer profile or job sheet detail.
2. Find the notes section.
3. Type your note (access instructions, parts ordered, snag list, and so on).
4. Optionally set a reminder date so the note appears on Work Schedule that day.
5. Save. Everyone in the workspace can read the note on that record.

Dashboard

Recent notes on Dashboard shows what the field logged today with links back to the customer or job sheet.

Tips

• Put long-lived client preferences on the customer. Put visit-specific detail on the job sheet.
• Reminder notes respect Mine vs Everyone on the schedule the same way as job reminders.

Related guides

• Add photos to a job or customer
• Job notes feature guide