How to View Job Details and Cleaning Notes on the Schedule

View cleaning notes or internal notes on a job.

Step-by-Step: View Job Details & Notes from the Schedule Board

1. Open Schedule Board

   • Navigate to the day you’re scheduling and locate the job/house.

2. Quick Preview (Hover)

   • Hover over the job to see basics:

     • Last cleaned date / job history

     • Any internal notes (if present)

3. In-Depth Details (Right-Click)

   • Right-click the job to open a detailed view.

   • Review notes and contact information here.

4. Open Full Job Entry Form

   • From the right-click menu, select View Details.

   • This opens the full Job Details/Entry screen with all specifics.

5. Make Same-Day Changes

   • In View Details, edit anything needed for that day’s job.

   • Save your changes.

6. From the Map View (Optional)

   • You can perform the same right-click → View Details action directly on the map item.