Notes on a project
Every project has a Notes section for anything worth writing down about the job: measurements, what the customer asked for, access codes, a punch list, what to bring tomorrow.
Notes live with the project, so they are there next to the photos and the costs the next time you open the job — and, with Photo Sync, for everyone else on your team as well.
Write a note
- Open a project.
- Tap Note in the project's add menu, or New Note from the Notes section.
- Give the note a Title and start writing.
Formatting
The formatting toolbar gives you:
- Bold, italic, underline, and
strikethrough - Two heading sizes (H1 and H2) and body text
- Bulleted and numbered lists
Photos in notes
Add photos and videos from the project to a note to show what you are describing. The media stays in the project — the note links to it rather than making a copy.
Open a photo in the project's Media section to see every note it is used in.
Find a note
Search a project's notes by what they say, not only by title. Notes also appear in the project's Activity feed when they are added.
Notes, updates, and status updates
Notes are free-form and written by you. If you want something with a set structure — observations, materials, next steps — or a message to send a customer, use an update instead.