Notes, tasks and activities on a job
Keep a record of calls, visits and to-dos against jobs and customers, and decide which notes customers can see.
Every job and customer has a place for notes and for things to do.
Job notes
Open a job and use Job Notes for general notes. Add as many as you need - each one is saved with the time it was written.
If the job's pipeline has the customer portal switched on, each note has a toggle:
- Internal note - only your team sees it (the default).
- Shared - the note is shown to the customer on the portal.
You can switch a note back to internal at any time, and the customer's view updates. See Share job progress with the customer portal.
Activities and tasks
Activities & Tasks is the to-do list for a job. Each one has a type:
- Call
- Email
- Meeting
- Site Visit
- Task
- Note
Give it a title and a due date, and mark it done when it is finished. You can add a note to a task when you complete it.
Tasks can also appear automatically. When a job moves into a stage that has default tasks, those tasks are created for you. See Pipelines and stages: set up how your jobs flow.
Where you see them
- On the job panel in Kanban.
- On the customer's panel under Activities & Tasks.
- On the dashboard under Tasks & Activities.
- In the Diary, on the day they are due.