Notes

Notes are rich-text documents you can attach to jobs, contacts, or keep as standalone records. Use them for site visit observations, customer meeting summaries, scope-of-work drafts, or anything else you need to write down.

Creating a note

Click New Note from the Notes page. Give it a title and start writing. Notes support formatting — headings, bullet lists, bold, and more.

Linking notes

Attach a note to a job to keep all your documentation in one place. You can also link a note to a contact. A single note can be linked to multiple entities.

Autosave

Notes save automatically as you type. You never need to hit a save button.

Formatting options

• Headings (H1, H2, H3)
• Bold and italic text
• Bullet and numbered lists
• Horizontal dividers

Tips

• Use notes for pre-job site assessments — write it on your phone during the walkthrough
• Keep a running note per customer for all conversations and decisions
• Draft your scope of work in a note before turning it into a job line item