JobsiteOn

Add Notes to Contacts

Store internal notes on contact records to share customer context, preferences, and important details with your team.

Ava Martinez
Written by Ava MartinezUpdated over a month ago2 min readBeginner

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:

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:

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

Best practices

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