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Add Customer Notes

Add (or edit) important notes about your customer that will act as reminders for your company and remain with the profile indefinitely.

Ian avatar
Written by Ian
Updated over a week ago

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 

This is a great section to include reminders or keep track of key information about the property, customer, or services provided. 

Customer notes can include (but are not limited to):

  • Names

  • Talking points/interesting facts

  • Gate codes (unless there are multiple addresses, you'll instead include that in the address note)

  • That the customer needs a call first

Customer notes can be added when creating a brand new customer profile
OR
added to an existing customer profile. 

Add to New Customer Profile

  1. Click [+NEW] in your navigation bar

  2. Select 'Customer'

  3. Scroll to the bottom of the 'Add new customer' pop-up

  4. Click on the 'Customer Notes' line and type your notes

  5. Click 'Create Customer' once you've finished inputting all the information

Add To Customer Profile 

1. Click the 'Customers' in your navigation bar

2. Select the customer profile you'd like to add a note to

3. In the 'Profile' section, scroll down until you see the 'Private notes' section.  

4. Hit the plus icon to create a new note and click anywhere outside of the box once you've finished.

5. You can also click the pencil icon to edit an existing note.

5. You can pin one note with important information by clicking the More button (three dots) and clicking Pin note. This will move that note to the top of all private notes. Only one note can be pinned at a time.

Note: Customer notes can be found in the mobile app by clicking on the customer's name in the job details page.

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