Property Notes

Property Notes

Property notes allow you to store important information about a service location that your team needs to know. Notes added to a property will appear on visits for that property so your crew always has the information they need before arriving on site.

Note: Property notes are for internal use only and are not visible to your customers on invoices, estimates, or in their client portal.

Adding a Note to a New Property

1. Go to Customers > Properties.
2. Click Add New Property.
3. Fill in the property details.
4. Type your note in Property Notes (For internal use. Not visible to customer.).
5. Click Save Property.

Adding or Editing a Note on an Existing Property

1. Go to Customers > Properties.
2. Find the property and click the pencil icon to open it.
3. Scroll to the Property Notes card and type or change your note.
4. Click Update Notes. Your note isn’t saved until you click this button.

Where your crew sees it: property notes show on every visit for that property, in the visit panel on the schedule and on work orders.