INTENDED SEARCHES: job notes, customer notes, admin notes, dispatch notes
Notes help the office and field team understand what needs to happen.
Use customer notes for information that may matter to the customer or customer-facing work.
Use admin notes for internal office or operational details.
Use job or dispatch notes for details specific to the scheduled work.
Good notes include:
- Gate code.
- Access instructions.
- Pets on property.
- Customer preference.
- Work scope clarification.
- Safety issue.
- Special equipment needed.
Do not use notes to replace proper fields such as price, quantity, tax, deposit, frequency, or status.
Why this matters:
Structured fields are better for reports and automation. Notes are best for context that does not belong in a structured field.
Support note:
If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.
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