How to Add Notes to a Job

With Notes, Building Managers can keep track of important details and create reminders for Jobs without needing to switch apps. They have the option for these notes to be private or public.

Contents

• Accessing Notes
• Adding Notes

Accessing Notes

1. Go to the Jobs page (Wrench Icon )

2. Select the Job

3. Scroll down the Work Summary page to Notes

4. Click the '+' button to open Notes 

Adding Notes

1. Enter a Note into the text box

2. Click 'Browse to upload' to add any images, videos or files

Note: Files can also be added by dragging and dropping them

3. Select the 'Type' of Note, either 'Internal' or 'Public Page'

• 'Internal' notes will remain private
• 'Public Page' notes will appear on the Work Summary page of a Job (visible to Strata Managers and Committee Members and not visible to other Service Providers)

4. Select 'Add'

For more information, please see Send and Reply to Messages From Service Providers.

Building Managers should contact us with any further questions regarding this process.