Add Notes to Contacts

What this guide covers

This guide explains how to add and manage notes on contact records in JobsiteOn. You will learn how to create notes, who can see them, and how to use notes effectively for customer context.

Adding a note

1. Open the contact detail page at /contacts/[slug].
2. Scroll to the Notes section.
3. Click Add Note or type directly in the notes field.
4. Enter your note. You can use basic formatting.
5. Click Save.

The note is saved to the contact record and visible to all workspace members.

Screenshot: The notes section on a contact detail page with two notes from different team members, each showing the author name and timestamp.

What to include in notes

Good contact notes include:

• Access information — Gate codes, parking instructions, or building access details.
• Preferred contact times — "Prefers calls before noon" or "Do not call on weekends."
• Billing preferences — "Requires PO number on all invoices" or "Net 45 payment terms agreed."
• Customer preferences — Material preferences, brand loyalties, or specific requests.
• Special considerations — Allergies, pets on property, or equipment restrictions.

Tip: Keep notes factual and professional. They are visible to your entire team and form part of the permanent record.

Who can see notes

Notes on contacts are internal. They are:

• Visible to all workspace members with access to the contacts section.
• Never shown to the customer on quotes, invoices, or portal pages.
• Included in the contact activity log.

Note: Notes cannot be deleted once saved, only edited. This ensures the information trail is preserved.

Best practices

• Add notes during or immediately after customer interactions while details are fresh.
• Use notes for information that does not fit in structured fields.
• Review notes before visiting a customer's property for any relevant context.
• Keep notes concise and actionable.

Related articles

• Create and Manage Contacts
• View the Contact Detail Page
• View Contact Activity Log