Visible notes can provide additional details or instructions, related to a specific contact/address. This helps employees clearly understand what needs to be done, reducing the chances of misunderstandings or errors.
Here's how to add a note directly to the address in your contact:
Notes on a recurring route
Click on the editing button (pencil) in the address section of the contact form
Add notes in the notes section
When you go to create your route, you'll have the opportunity to see all the notes for this address under the "Contact address notes" field.
In the "Note for this route" field, you can keep only the note that applies to this route, deleting the others.
On the road, the note is shown directly on the tile.
Notes on a daily work order
To have a note appear on a daily work order, look at the jobsite address of your work order.
To choose a work order with a note, open the jobsite location and make sure you add the address from your address list (bottom) to the jobsite address field. To change the jobsite address, delete the one with the "x" and click on the desired address in the address list below.
The selected address note will appear on the daily work order tile.
