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
- Open the job you want to add notes to
- From the job timeline along the right side of the page, select the pencil icon ( )
- Select Add note
- 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.
- From the job timeline along the right side of the page, select the pencil icon ( )
- Next to the note you want to edit, select the dots icon ( ) > Edit
- Edit the note and select Save