Team Communication Best Practices
How to use job notes, request notes, and notifications to keep your team informed and coordinated on active work.
How to use job notes, request notes, and notifications to keep your team informed and coordinated on active work.
This guide shares best practices for team communication within JobsiteOn. While JobsiteOn is not a messaging app, it provides several tools for keeping your team coordinated on active work.
Add notes directly on job records to share updates, instructions, or context with anyone assigned to the job:
Notes are visible to all team members with access to the job.
Use notes on requests to capture phone conversations, follow-up details, and triage decisions:
Screenshot: A job detail page showing a thread of notes from multiple team members.
Configure notifications so team members are alerted when:
See Manage Team Notification Preferences for configuration details.
A note should contain enough context for another team member to understand the situation without calling you. Include:
When communication relates to a job or property, put it in JobsiteOn notes. This creates a searchable, auditable record. Text messages are lost and cannot be referenced by other team members.
Decide as a team which notifications everyone should have enabled. Consistency prevents missed updates.
Tip: Start a morning routine where dispatchers review all new notes from the previous day. This catches any overnight updates from field technicians and ensures nothing is missed.
Animation: A dispatcher reviewing new notes on multiple jobs in the morning, clicking through each one.
When writing a note, mention the specific team member who needs to take action. While JobsiteOn does not have @-mention functionality, starting a note with a name (e.g., "Mike -- please follow up on the part order") makes the intended audience clear.
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