JobsPaid

Customer Notes: Track Important Details

Keeping track of important customer details can make your job so much easier. With JobsPaid's customer notes feature, you can store private reminders about gate codes, aggressive pets, special access instructions, or any other details that help you serve your customers better.

Adding Notes to a Customer

  1. Open the JobsPaid app and tap Dashboard
  2. Select Customers from the menu
  3. Find the customer you want to add notes for and tap their name
  4. Look for the Notes section on the customer's profile page
  5. Tap the Add Note button or text field
  6. Type your note (examples: "Gate code: 1234", "Beware of dog in backyard", "Use side entrance")
  7. Tap Save to store the note

Viewing Your Notes

Your notes will appear right on the customer's profile page every time you open it. This means you'll see important reminders before heading to the job site or creating an invoice.

What Kind of Notes Should You Add?

Think about information that would be helpful to remember for future visits:

Editing or Deleting Notes

  1. Go to the customer's profile in Customers
  2. Find the note you want to change
  3. Tap the Edit button next to the note
  4. Make your changes or tap Delete to remove it
  5. Tap Save when finished

Your notes are completely private - customers can't see them when you send invoices or quotes. They're just for your reference to help you provide better service.

Common Mistakes

Don't forget to add notes right after your first visit while the details are fresh in your memory. It's easy to forget gate codes or special instructions later.

Keep notes brief but specific. Instead of "dog", write "large German Shepherd in backyard - enters through front door only."

Related Articles

• Managing Your Customer List: Add and Organize Contacts • Creating Professional Quotes: Impress Your Customers • Invoice History: Track Customer Payment Patterns

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