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Overview

Notes help you document important information about your customers, their properties, and services. You can add text notes with a rich text editor and attach photos or documents. Notes are different from service entries, which capture structured data about completed work. Use notes for general information and documentation, and service entries for specific service details.
Looking to track chemical readings, materials used, or service observations? See Service entries for structured service documentation.

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Where you can add notes

Notes can be added to:
  • Customers - General notes about the customer
  • Properties - Gate codes, access instructions, hazards
  • Services - Service-specific details or observations
  • Appointments - Completion notes, issues, what was done

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Add a note

1

Go to the page

Navigate to the customer, property, service, or appointment where you want to add a note.
2

Find the Notes section

Scroll to the Notes section on the page. The Notes section loads after the main page content.
3

Click Add Note

Click the Add Note button to open the note editor.
4

Write your note

Type your note in the rich text editor. You can:
  • Format text (bold, italic, underline)
  • Create bulleted or numbered lists
  • Add headings
  • Structure your content with paragraphs
5

Attach files (optional)

Click Choose Files or drag and drop files into the upload area. You can attach multiple files to a single note.Supported file types include:
  • Photos (.jpg, .png, .gif, .webp, etc.)
  • PDFs
  • Documents
  • Other file types
6

Save

Click Save to add the note. The note will appear at the top of the Notes section.
You can create a note with just attachments (no text), just text (no attachments), or both.

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Note attachments

Attachments are useful for:
  • Before/after photos of completed work
  • Gate codes or access instructions
  • Property diagrams or maps
  • Signed service agreements
  • Photos of issues or damage
  • Reference documents

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Image previews

When you attach images, small thumbnails are generated automatically. Click on any image thumbnail to view the full-size image.

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Edit a note

  1. Find the note in the Notes section
  2. Click the Edit button (pencil icon)
  3. Update the text in the editor
  4. Add new files by clicking Choose Files
  5. Remove files by clicking the X on any attachment
  6. Click Save to save your changes

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Delete a note

  1. Find the note in the Notes section
  2. Click the Delete button (trash icon)
  3. Confirm you want to delete the note
Deleting a note also deletes all attached files. This action cannot be undone.

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View notes

Notes appear in chronological order (newest first) in the Notes section of each page. Each note shows:
  • The note content
  • Any attached files with thumbnails for images
  • Who created the note
  • When it was created
  • When it was last edited (if applicable)

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Completion notes vs. service entries

When completing an appointment, you have two ways to document work: Completion notes - Free-form text summary of what was done. Use for general descriptions and overview. Service entries - Structured data like chemical readings, materials used, and observations. Use for specific, searchable details. See Completing appointments and Service entries for details.

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Best practices

  • Gate codes: Add as property notes so they’re visible every time you visit
  • Access instructions: Include in property notes (e.g., “Enter through side gate, gate code 1234”)
  • Hazards: Document in property notes (e.g., “Dog in backyard - call first”)
  • Service details: Add notes to appointments about what was done
  • Customer preferences: Add to customer notes (e.g., “Prefers text messages over calls”)
  • Before/after photos: Attach photos to appointment notes to show completed work
  • Issues found: Document problems found during service with photos if needed