How do I add a private note to a job?

You can add private notes from a job’s Notes tab or directly from the main job view. Notes attached to a job stay with that job.

1. Open the job view screen.
2. Either select Add Notes, or select Notes → Private Notes.
3. Add your note.

Notes are categorized by where they’re created and date stamped. To edit or delete a note later, select it and choose the appropriate action. If a customer is attached to the job, you can also view the job’s notes from that customer’s screen.

For example, if you create a job called “Do Estimate” to track a property visit, you can add notes to that job and find them there later.