Notes

Notes in Jobber

There are a few places that notes can be kept in Jobber: on the Client, Quote, Job, and Invoice.

If a note is created in a certain level, it can transfer downwards from there, but not back upwards:

 

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To allow a note to transfer from any of the sections, mark the areas that you want them to transfer to:

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If you make changes to a note, it will change that note everywhere it is located. If a note is edited by someone other than the first person who wrote it, there will be a timestamp of when it was changed, along with editor's name. 

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