Who sees the notes we write?
Job notes are shared with the crew on the job. Customer, quote and invoice notes are for the office only. Customers never see a note.
- Job notes are shared with the office and the crew booked on the job, who can add their own from the phone.
- Customer, quote and invoice notes are for the office only. The crew never sees them.
- No note is ever printed on a document, put in an email or shown in the customer portal.
The Notes on a quote or invoice's details are different: those print on the document for the customer to read.
See Notes and follow-ups.