Beyond gates and dogs, the notes I see matter most later are the ones about who actually makes decisions and pays, and any deal the owner made that isn't on the invoice, like "we always do the side yard too" or a standing discount. Those tend to live in one person's head until the day that person isn't on the job. Do you keep pricing exceptions in the same customer notes, or somewhere else?
That's a great question! The customer notes relevant to a technician so they can properly do they job is always on the instructions at the job level.
For those types of notes with standing discounts or decision makers, I have that set on the notes section at the client level. So anyone can view that client and see those notes but not be bogged down on how to "do" the job.
That split makes a lot of sense: how-to-do-the-job notes at the job level, and who-pays / standing deals at the client level. Do your techs ever see the client-level notes, or is that only for the office when quoting and invoicing?
I allow my techs to see everything, especially if it gives them more context on how to interact with a client (for example the client is the wife but the husband pays the bill etc)
Makes sense. “The wife books, the husband pays” is exactly the detail that saves an awkward invoice conversation later. Thanks, Anthony.
