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How do I add job notes?

Job notes are critical to making sure your drivers have enough information to complete the job. They are also important when invoicing your customers. We've built a powerful note taking system to accommodate your business needs.

1) Access the notes section from either the Create New Record screen, or enter job notes for existing jobs in the Edit Record screen.

2) Enter job notes in the appropriate field and click save.

  • Demo Towing Service (name of your company): Notes that can be seen by the dispatcher and driver
  • Dispatcher Only: Notes that can only be seen by the dispatcher
  • Invoice: Notes that will appear on the invoice sent to your customer

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