How to add notes and photos to a job

Keep what happened on site with the job, and choose what shows on the invoice.

Tech notes (shown on the invoice)

On the phone, open the ticket and press Add tech notes. Or on the Job Complete tab, type in Job notes and press Save notes. These notes are also printed on the invoice, so write them for the customer, for example "Replaced keypad, tested all zones."

Internal notes (team only)

On the ticket, press Add note under Job activity. Only your team sees these, with who wrote them and when.

Photos and files

On the ticket's Details tab, press + Add under attachments and take a photo or choose a file. Before and after photos are useful when a customer has questions later.