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.

Adding job notes

  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.

Editing job notes


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


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

  2. Select the kebab menu (three dots) icon > Edit

  3. Edit the note and select Save

Need more help? See related articles below:

Did this answer your question?