Forum Discussion

aarontree's avatar
aarontree
Contributor 2
2 months ago

Any integrations that add internal notes?

In an attempt to streamline most of our client data into Jobber while keeping it organizied, we use a series of internal notes to track communication, scheduling, crew notes, etc.

Has anyone found any of the integrations that are able to add a note when certain actions happens. Or even add to a note when something happens.

Example: each time a new client is created, a series of notes are added with specific text, one for "OFFICE NOTES", one for "SALES REP NOTES", one for "SCHEDULING NOTES"

  • bedellmgmt's avatar
    bedellmgmt
    Jobber Ambassador

    This is a great idea - does anyone else have a solution for this??