Add Notes to Customer's Profile
Customer Notes:
are internal notes for your company to keep on a customer, property, or services provided (customers cannot see these notes)
can be found in the customer's profile
can be viewed in the web portal and on the mobile app
will remain with the customer profile until you delete them (or the customer profile)
do not carry over to estimate or job notes
Navigate to 'Customers'.
2. Select the customer name.
3. Select 'Notes' on the customer's profile.
4. Add or edit the private customer notes.
Adding Attachments to Customer Profile
Customer profile attachments will appear on the customer's profile until you remove the attachment or delete the customer.
Select 'Attachments' on the customer's profile.
2. Take a photo in the mobile app, or select from your photo library.
Select the size of the image to upload.
The customer's profile will display the number of attachments that have been saved.
