What you’ll do
Notes replace the phone call. Customer notes go into the customer’s service history; internal notes stay with the office and the job page.
Do this
- 1
Open the job → Notes
Foreman tools → Notes shows existing notes with who wrote them and when.
- 2
Add note
Choose Customer note (visible in the portal) or Internal note (office only), type it, save. Notes can be edited until the job is completed.
- 3
Something wrong on site?
Use Report an issue instead of a note; it alerts the office with an urgency and an optional voice recording.
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