Team Communication Best Practices

What this guide covers

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.

Communication tools in JobsiteOn

Job notes

Add notes directly on job records to share updates, instructions, or context with anyone assigned to the job:

1. Open the job detail page.
2. Click Add Note.
3. Type the update and click Save.

Notes are visible to all team members with access to the job.

Request notes

Use notes on requests to capture phone conversations, follow-up details, and triage decisions:

1. Open the request detail page.
2. Click Add Note.
3. Type your note and click Save.

Screenshot: A job detail page showing a thread of notes from multiple team members.

Notifications

Configure notifications so team members are alerted when:

• A job is assigned to them.
• A job they are working on is updated.
• A new request comes in.

See Manage Team Notification Preferences for configuration details.

Best practices

Write notes as if you are handing off to someone else

A note should contain enough context for another team member to understand the situation without calling you. Include:

• What happened.
• What needs to happen next.
• Any blockers or dependencies.

Use notes instead of text messages

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.

Set clear expectations for notifications

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.

Tag the right people

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.

Related articles

• Manage Team Notification Preferences
• View Team Member Activity
• Invite Team Members