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
Click [+NEW] in your navigation bar
Select 'Customer'
Scroll to the bottom of the 'Add new customer' pop-up
Click on the 'Customer Notes' line and type your notes
Click 'Create Customer' once you've finished inputting all the information
Add To Customer Profile
Click the 'Customers' in your navigation bar
Select the customer profile you'd like to add a note to
In the 'Profile' section, scroll down until you see the 'Private notes' section.
Hit the plus icon to create a new note and click anywhere outside of the box once you've finished.
You can also click the pencil icon to edit an existing note.
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.
Add Customer Profile Notes and Attachments (iPhone)
Attach pictures to your customer's profile, and add/edit important notes about your customer in your mobile app.
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'.
Select the customer name.
Select 'Notes' on the customer's profile.
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.
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.
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Check out our tips on how to better connect with your customers.