Customer notes will be applied to all jobs and estimates created for this customer, and can be found in the field as well as on the web portal. These notes can be added to the customer profile when you're setting a new customer up in the system or adding information to an existing customer. 

To enter the notes to an existing customer, go to the customer database.

Select the customer you're looking for by clicking anywhere on their name or contact information. This will bring you to their customer detail page. If you are not already on the profile tab, navigate to it by clicking on the profile tab.

Below contact info and customer tags you will see the notes section. Click in the customer notes field, enter any information you'd like to keep track of (ex. a gate code to get onto the property).

As you are typing in the note you will notice a blue bar, this is to signify that your note is being saved as you type. Once you are done typing it will save and the blue bar will go away. 

Remember, the notes can be found in the mobile app by clicking on the customer's name in the job details page.

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