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Notes Description

There are different kinds of notes that you can use in the software.

General Notes: can be seen by you and subusers in the software (daily calendar) and in app although you can prevent subusers from seeing them.

general notes calendar

If you use Formats 2 and 3 for Invoices, you do have the option of displaying General Notes on these invoice formats. All other formats do not display general notes, and on printed estimates general notes do not display.

format 2 and 3

format 2 invoice notes

Specific notes: display in profile and display on daily calendar although you can prevent them from displaying on daily calendar for subusers. They do not appear in app and do not appear on any printed estimates and invoices.

display in profile

Job details: these details go hand in hand with the job type so they will always appear everywhere in the app, software, on printed estimates/invoices, etc.

job details

Additional details: these are specific to the job but you can set it up where the prospect or customer doesn’t see additional details. That’s handled on the respective format screens (http://www.thecustomerfactor.com/estimate_format.php and http://www.thecustomerfactor.com/customization.php).

These are used mostly as a way to communicate with your tech out in the field without the prospect or customer seeing them on invoice or estimate.

Additional details.png2

And that’s it, please let me know if you have any questions. Take care and have a great day.

Best regards,

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