How to add or update notes for One Time or Permanent

This outlines how to add specific notes to a customer’s job in the scheduling system. These notes can be applied to a single job only or to all future jobs, helping technicians with client-specific preferences, instructions, or entry details.

1. Identify the Customer and Job:

   • Locate the job in question based on the client call or update.

   • Open the job from the schedule or through the customer’s profile.

2. Enter the Note:

   • In the notes section, enter the information (e.g., “Key is under the mat,” or “Do not touch the mantle”).

3. Choose Scope of Note:

   • After entering the note, click Save.

   • You will be prompted to choose:

     • Yes, all jobs – applies the note to the current and all future jobs.

     • No, only this job – applies the note only to the selected date/job.

4. Verify the Note:

   • If saved to all jobs, check a future scheduled job to ensure the note is present.

   • If saved to only this job, check future jobs to confirm the note is not carried over.

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Examples of Notes:

• All Jobs:
  “Key is under the mat.”
  “Client has a cat, keep door closed.”

• One Job Only:
  “Start upstairs – college student is home.”
  “Please skip guest room this time.”