Internal Notes & Notifications

You can add internal notes to a job.
These are only visible internally and do not appear on reports or invoices.

You have two options:

• Add a note for yourself

• Send a note to assigned employees

Procedure

 

1. Open the job from Dispatching or Job list .

2. Open the Internal information section using «+» .

Option A: Add a note yourself

3. Enter text, Save

→ This note is only visible internally.

Option B: Note for other employees

3. Select employees by entering @

4. Enter text, Save

5. Mentioned employees receive a notification via the bell icon

→ Click the notification → navigate directly to the job, where the note can be read

Benefits

• Internal notes are:

  • not relevant for billing

  • not visible to customers

• Ideal for:

  • internal coordination

  • notes before the assignment

  • additional information for the team

Option B: Select employees to notify

Option B: The bell icon indicates a notification to the recipient

Visible notes with date, author, recipient (green), and text