Add internal notes to customers by typing into the internal notes field on the customer details page
Internal customer notes are only visible to you and your team (techs assigned to the jobs of this customer). They are NOT visible to your customers.
- Click on 'Add a note'
- Write your text out
- Click on 'Save note'
Internal customer notes stay with the customer's profile - they are not job specific
Need help with customer internal notes? Email us at firstname.lastname@example.org