What different kinds of notes can I have?
There are a few different places for you to store notes on specific pieces of information about your customers or jobs you're doing. Each has a different purpose and place.
🛠️ Pro Tip: These notes are for internal use only and will not be shown to the customer.
Customer Notes
Customer Notes let you keep important details about your customers in one place. Notes can be added when you’re setting up a new customer or updating an existing profile, and they’re available on both the Housecall Pro web portal and mobile app.
On the web: You can view customer notes directly in the Customer Profile. You can also click into All, Leads, Estimates, or Jobs tabs in the Private notes section to see any notes tied to those sections. For example, if a private note was left on a Job, it will appear in the Job section of that customer’s profile.
On mobile: Customer notes can be viewed by clicking the customer’s name on a Job and selecting Notes from the Customer Profile.
You can move Private notes within the Customer Profile by clicking the Move card to other column button in the upper-right corner of the Private notes section (next to the add note button).
You can also pin important customer notes to make sure critical information like a gate code or special instructions always stays visible, no matter how many times you work with that customer.
Job and Estimate Notes
Private notes on Jobs and Estimates are used to capture information specific to a single job or estimate.
You can add notes while creating a Job or Estimate, or later by clicking on the Private notes section within the Job or Estimate page.
If an Estimate with private notes added is copied to a Job, those notes will automatically carry over to the new Job.
Use Job Notes to track important details the customer has shared or instructions about the work to be completed.
🛠️ Pro Tip: These notes appear directly on the Job or Estimate pages in the Housecall Pro mobile app, making it easy for your team to access them while on the go.
📌 Note: If your job notes don't appear under the Line Items section, they may have been moved to the left side of the page. For more information on moving job notes, click here. 🔎
Address Notes
Address Notes work like Customer Notes but apply to a specific service address.
Once added, they’ll appear on all future jobs or estimates created for that location.
For customers with multiple locations, Address Notes help keep details organized by address. They’re also useful if a location has a tenant or on-site contact whose information you want to keep handy.
On the web: You can view Address Notes directly in the Customer Profile under the Addresses section. Select an address to see or edit any notes tied to that location.
On mobile: You can view Address Notes by tapping the customer’s name on a Job and selecting Notes from the Customer Profile.
🛠️ Pro Tip: Address Notes make it easy for your team to access location-specific details while in the field, ensuring the right information is always at hand.
Need help or have questions?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.