Articles tagged notes
Account Notes and When to Use Each Type
Notes, tags, and the activity log all record information on an account — but they're for different things. Here's the rule for which to reach for, and how AI-summarized notes fit in.
AI Assist on Notes
Every note your team saves gets an AI-cleaned version stored alongside the original. Faster to read, easier to skim, and the original is always there when you need it.
Keeping customers updated: shared job notes and the Work Recap
Decide as you write a job note whether the customer sees it, text or email it on the spot, and let the shared notes build a Work Recap the customer can open, print, or get as page 2 of their invoice.