Module 8.2 Customer notes

By the end of this module, you'll be able to add customer notes and important customer notes and know who will be able to view them.


8.2: customer notes

The customer notes section is for the business only - they can’t be viewed by the customer but can be shown to all workers, or hidden from workers and planners from the global setting under jobs and scheduling.

Important notes To make any note an important note, replace it with a ‘hash bang’ which is a hash with an exclamation mark followed by your note with no spaces. E.g. #!has-dog This will put this note on the job on the planners so it’s difficult to miss.