Adding Job Notes

Notes let you keep job-related information tidy and accessible. You can store written updates, attach files like purchase orders, and even choose whether the note should be visible to administrators in the scheduler.

This guide covers:

• Opening a job and navigating to the Notes Tab
• Using the Add Icon to create a new note
• Entering a subject title, note details, and adding attachments
• Saving a note to the job record
• Making a note visible in the scheduler hover box

Adding notes ensures important details stay linked to the job while keeping administrators informed at a glance.