Best Practices for Job Notes and Documentation
Document job work effectively in Local Business Pro with notes that help your team and customers.
Quick Answer: Add notes to jobs documenting what was done, parts used, issues found, and follow-up needed. Good notes help with customer service, warranty claims, and team communication.
What to Document
- Work performed - What was actually done
- Parts/materials used - What was installed or replaced
- Issues found - Problems discovered during service
- Customer conversations - What was discussed or promised
- Follow-up needed - Anything requiring future attention
- Access info - Gate codes, parking instructions for next visit
Adding Notes
- Open the job detail page
- Find the Notes section
- Click Add Note
- Enter your documentation
- Save the note
- Notes are timestamped and attributed to the author
Note Writing Tips
- Be specific: 'Replaced capacitor on outdoor unit' not 'Fixed AC'
- Include part numbers: Helpful for warranty and reorders
- Note customer feedback: 'Customer happy with result'
- Document recommendations: 'Suggested annual maintenance'
Frequently Asked Questions
Q: Can customers see job notes?
A: Internal notes are not visible to customers unless you share them.
Q: Can I add photos to job notes?
A: Yes, attach photos to document work visually.
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Last updated: February 1, 2025