Add note

1 min readUpdated Aug 27, 2026AllHow ToSuggest edit

What this page is for:
 Adds a new tab note on the job. It does not overwrite older notes. Cancel Request has no Add note.

Where: Note column pencil (Add note) on Sold, Backlogs, Service, Permit, Payment Due, Job Flag, Recent Closed
 Dialog: Add Note

Steps:

  1. Click Add note.

  2. Label New note: — type in the box. Placeholder says the note is added to that tab’s notes and existing notes are kept.

  3. Add note (shows Saving…) or Cancel.

  4. Notes also appear from the job note feed when Show in tab is used on the job.

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