Job notes provide essential context for field crews. There are two types of notes you can add to jobs: general notes and special instructions. This article explains how to use both effectively.
Types of Notes
General Notes
Special Instructions
Adding Notes During Job Creation
Adding Notes to Existing Jobs
Using Pre-Saved Note Templates
To quickly insert common notes:
- Delivery notes
- Pickup notes
- Service notes
- Survey notes
Note Categories and Icons
Templates are organized by job type:
| Category | Icon | Color |
|----------|------|-------|
| Delivery | Truck | Blue |
| Pickup | ArrowDownCircle | Green |
| Service | Wrench | Amber |
| Survey | MapPin | Purple |
View Mode Display
In View Mode, notes display as: