Customers
Notes
Scheduling, customer and property notes in one place.
Where and How
Notes
Customers › Properties › Property › Notes
Scheduling, customer and property notes in one place.
What It Does
Keeps notes about when to come, the customer and the yard itself.
What It Changes
Scheduling Notes help the office book the day; Property Notes are about the yard itself. Customers never see them.
How to Use
- Pick the kind of note.
- Type it.
- Click Save.
From the same help as the card in the app.