Adding and editing job notes

  • Updated

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 pencil icon ( )
    Group 4684.png
  3. Select Add note
  4. Create your note and select Save

The job note will be available to any team member with:

  • Access to this job
  • The Job History permission enabled. 

Editing job notes

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

  1. From the job timeline along the right side of the page, select the pencil icon ( )
  2. Next to the note you want to edit, select the dots icon ( ) > Edit
    Group 4685.png
  3. Edit the note and select Save

Was this article helpful?