Employee Portal

Job Notes

Features
Within each employee’s settings page, you can set permissions that will allow the employee to:
  • See notes that you’ve made on the customer
  • See notes that you and other employees have made on the specific job
  • Add job-specific notes to the appointment/invoice
None of the notes mentioned above will ever be shared with the customer by our platform. They are accessible only by you and the team members that you grant permission to.
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