You can use address notes for one or all customer addresses to share information regarding that location internally (customers do not see these notes).
These notes will remain attached to the address (and customer) until you edit or delete it.
To add a note to a customer address:
Click on the 'Customers' icon in your navigation bar
Click the customer profile
Under the 'Profile' section of the customer profile, click the 'More' icon (3 vertical dots icon)
Click 'Edit Address'
Type notes directly into Address Notes section
Click 'Update' to save
You will now be able to view your notes for the address directly on the line below the address.
You can edit at any time by clicking the 'More' icon (3 vertical dots)
Add, Edit, & View Address Notes (iPhone)
Keeping track of notes for different locations on iPhone
You have the ability to view address notes in the web portal or on the mobile app once you've added them.
View Address Notes:
Tap the 'Customer' icon
Tap the customer's name
In the customer profile, scroll down to the 'Address' section
In the same line as the address, you can see any address notes in grey
From the Job Details Page:
Click the customer's name
Do not click on the phone or chat icons
Add/Edit Address Notes:
Click into the customer's profile (see steps 1 & 2 above)
Tap 'Edit' in the upper right corner
Tap on the address you'd like to add a note to
Tap on 'Address Notes'
Tap on the screen & type your notes
Click the 'Back' arrow in the top left corner once you've finished
Tap the 'Back' arrow in the upper left corner on the Address page
Tap 'Save' in the upper right corner
You're all set!
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