Job notes help technicians document visit-specific information like work performed, site conditions or customer communication. These notes are tied to the specific job and can be shared internally or marked as visible to the customer.
How to Access Job Notes
- Open the Job Summary for the appointment
- Tap the Notes button to access the job-specific notes section
Adding a New Note 
- Tap the + icon to add a new note
- Type your note in the text field
- Use the available options to:
- Pin the note to keep it at the top of the list
- Mark as visible to the customer if you want the note shared externally
- Tap Save to record the note
Managing Existing Notes
Once notes are added, you can perform several actions by tapping the note -or- by selecting the elipsis in the upper right corner:
- Edit a note by tapping the note
- Delete
- Pin/Unpin
- Toggle customer visibility on or off as needed
Tip: Only notes marked with 'Show to Customer' are shared externally. All others remain internal view only.
Best Practices
- Keep notes clear and professional especially if they are visible to the customer
- Use pinned notes for job critical reminders or information others on the team may need
- Update notes in real time to ensure the most accurate documentation
Adding detailed job notes helps improve team communication, recordkeeping and customer transparency. If you need help with notes or visibility settings, contact your office admin or Sera Support.