Adding Notes to the Job

In order to access the other notes on job Details tab, you will want to be on the job information page of the job you would like to edit the information on, and then click on the Details tab up at the top of the page above the Job Name. This will give you access to the following note fields.

Proposal Notes

These are notes that will display on the proposal (unless this has been removed as per your request during the customization process) for your client that pertain to the entire job.

Job Notes

These are notes that will display on the Mobile Crew app or the work order (unless this has been removed as per your request during the customization process) for your crew that pertain to the entire job.

Office Notes

These notes are only available for Cloud users and do not print on any templates. This section is generally used to record client interactions, feedback and follow ups.