Job Notes ensure critical, job-specific information remains attached to a project regardless of personnel changes. Organising your communication this way centralises essential details, reducing administrative errors and saving time for both schedulers and field staff.

This guide covers:

• Navigating to the Job Notes section within a specific job profile.
• Creating concise notes with clear subjects and detailed contents.
• Managing visibility settings for Admins and Workers in the Job Scheduler.
• Including specific notes in worker roster emails for better compliance.
• Uploading attachments directly to a note for easy reference.

Your team now has the specific context they need to complete every project safely and efficiently.

💡 Power User Insight: Use the visibility checkboxes to control exactly who sees what. By selecting “Add to Roster Schedule Email,” you can automate the delivery of gate codes or site-specific safety warnings directly to your workers’ inboxes, ensuring they have the right information before they even arrive on site.