Quick notes
Preset notes team members can attach to a job in one tap.
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Overview
Save your team from typing the same note over and over - set up a shortlist of common notes they can attach in a tap instead.
The list
Each row has a note’s Text, and two checkboxes controlling where it’s offered: Available for Materials and Available for POs. Click Add below the list to create a new one.
Step by step: add a quick note
- Click Add.
- Type the note text.
- Tick Available for Materials and/or Available for POs, depending on where it should show up.
- Click Save on that row.
Note
The delete (trash) button only appears once a note has been saved for the first time.
See also
- Add a note or memo - using a quick note on a job
- Settings & Setup Wizard - the rest of the settings menu