You can add notes several places in your account. Some can be seen by your customers and some are internal for your company.
You can view any notes that you or your employees have added to invoices, estimates, and visits all in one place.
To view the notes, go to the Notes Tab.On the Notes page you can choose which Notes you want to view.
Use the dropdown to choose Show All Events, Show Events With Notes, Show Notes On Invoices or Show Notes On Estimates.
Once you make that selection you can also search notes with Search Notes and filter by Customer, Property, who wrote the note (Written By), Kind of note and the dates it was written (Written From and Written To). Click Clear to reset the author, kind and date filters.
To learn how to add notes to a Customer’s Profile click here.
To learn how to add notes to a Property click here.