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 the Customer Tab → Properties
2. Click Add New Property
3. Fill in the property details
4. Enter your note in the Notes field
5. Save the property

Adding or Editing a Note on an Existing Property

1. Go to the Customer Tab → Properties
2. Find the property you want to add a note to
3. Click the pencil icon to edit the property
4. Enter or update your note in the Notes field
5. Save the property