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How to add notes on a job or customer in JobSheet

· Updated

Steps

  1. Open a customer profile or job sheet detail.
Notes section on a job on a computer
On a computer
Notes section on a job on a phone
On a phone
  1. Find the notes section.
  2. Type your note (access instructions, parts ordered, snag list, and so on).
  3. Type @ followed by a team member’s name to mention them. They see the note in context on the record.
  4. Optionally set a reminder date so the note appears on Work Schedule that day.
Note with reminder on a customer on a computer
On a computer
Note with reminder on a customer on a phone
On a phone
  1. Choose Save note. 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.

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