Workiz

In this article, you will learn how to add and edit job notes.

Job notes are a great way to add extra context to your team’s activities in Workiz, providing your team with a clearer understanding of what took place.

From the job timeline along the right side of the page, select the Notes icon

1. Open the job you want to add notes to
 
2. From the job timeline along the right side of the page, select the Notes icon
 
 
3. Select Add note
 
 
4. Create your note and select Save

The job note will be available to any team member who has access to this job. 

Note: Account admins can edit and delete all job notes. Techs can only edit or delete the notes they created themselves.

From the job timeline along the right side of the page, select the Notes icon

Select the kebab menu (three dots) icon &gt; Edit

1. From the job timeline along the right side of the page, select the Notes icon
 
 
2. Select the kebab menu (three dots) icon &gt; Edit
 
 
3. Edit the note and select Save

Need more help? See related articles below:

<a href="https://help.workiz.com/en/articles/5667726-how-to-create-jobs-in-workiz">How to create jobs</a>

<a href="https://help.workiz.com/en/articles/6476999-how-to-view-a-job-s-activity-timeline">How to view a job's activity timeline</a>

<a href="https://help.workiz.com/en/articles/6030062-how-to-add-items-and-services-to-jobs">How to add items and services to jobs</a>

- <a href="https://help.workiz.com/en/articles/5667726-how-to-create-jobs-in-workiz">How to create jobs</a>
- <a href="https://help.workiz.com/en/articles/6476999-how-to-view-a-job-s-activity-timeline">How to view a job's activity timeline</a>
- <a href="https://help.workiz.com/en/articles/6030062-how-to-add-items-and-services-to-jobs">How to add items and services to jobs</a>

Adding job notes

Editing job notes