Skip to main content
With the notes feature, you can add notes for yourself, your managers, or the whole business. You can even notify team members about these notes to make sure no one misses them.
First, click the notepad icon at the top right. Click on description In the sidebar pop-up, select whether you want the note to be visible for yourself only, managers only, or the entire company. Then, click Add Note. Click on My NotesAll ManagersEntire Company Once you’ve added your note, click Save. Click on Save Then you will see the options change to Save, Notify, and Delete. Click on Notify If you click Notify, you can select who is notified about the note by role type or by individual user. When you’ve selected, click Submit. Click on Submit The note will now show under the section you put it in and will be visible to all team members in those sections. Notifications will also be sent to those you selected. Click on Notes
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

Related topics

Maintenance AgreementsRecurring BillingReece maX Integration Credit Notes (ANZ)Site VisitsCreating a Job