This article goes over:
What is a job note?
How to add/edit/delete job notes on already existing jobs
How to view note history
How to add notes while creating a job
How job notes work for recurring jobs
What is a job note?
A job note is a private note that office staff, admins, and field techs will be able to see that is specific to the individual job where the note lives. Customers are not able to see these.
How to use job notes on already existing jobs
Create new notes:
Press the '+' icon in the top right-hand corner of the private notes section on the job details page
If you need to start a new line, press enter
To save, click anywhere else on the screen outside of private notes
View note details and history:
Press the history button which looks like a clock in the bottom right corner of any note to see previous versions of that note as well as a log of who made edits and when
Edit notes:
Press the pencil icon in the bottom right corner of any note to edit that note
Delete notes:
Click the three dots in the bottom right corner of any note, and then click delete
Any notes that have been added or deleted will show up in the activity feed of the job
How to add job notes to jobs you are creating:
Simply click on the 'Private Notes' section, type in your notes, and click elsewhere when done
How do notes work with recurring jobs?
If you add a new note on a recurring job, you're able to apply it to just this job, or all jobs in the recurring series
Recurring notes will have a recurring icon in the top right. Any edits made to that note will apply to all the jobs in the recurring series. Deleting that note will delete it from all jobs.
How to Add Job Notes from the Mobile App
Since Housecall is a cloud-based system, you can add notes to a job or estimate right from the field and it will be automatically synced with the web portal, making it easy to stay organized.
Go to the job details page of the job you need to add notes to. Scroll to the bottom of the page and click on the 'Private Notes' button.
This will bring you to an editable page that will display any notes that were previously entered. You can start typing right on this screen to add any additional information that is needed. These notes are for internal use only, so your customer will not see them.
Remember! You can also click the microphone button and simply speak the notes into the phone. It will transcribe the notes for you.
After you've entered all of the information you need, hit the 'Save' button in the top right. You'll see the notes you've entered under the 'Private Notes' section. If you need to add more information to the job, you can click the '+' button to add a new note, or you can click on the note you already created to edit it.
From the edit screen, you can also delete your note.
If you have multiple notes, that you'd like to view all at once. You can click on the 'expand' button in the upper right corner of the notes page.
All of these changes will automatically show up in the web portal. In the activity feed, you'll be able to see when a note was added and deleted, as well as any history of edits to a note. Learn more about notes on the web here.
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