💬 Add Notes (Comments) to a Job and Tag Team Members

Last Updated: October 2026

Use job comments to keep your team informed and aligned.

Client Hub allows you to add notes and updates to any individual occurrence of a job, and notify team members of important changes, questions, or instructions.

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✅ How to Add Notes and Comments to a Job

1. Open the job from the Internal Workspace or Jobs Dashboard.
2. Click the Job Comments tab at the top of the task list.
3. Type your note in the comment box.
4. Click the Send button to save and post the note.

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🧑‍🤝‍🧑 How to Tag a Team Member

• To tag someone, type @ followed by their name.
• A dropdown list of team members will appear—select the person you want to notify.

The tagged user will receive:

• 📧 An email notification
• 📱 A mobile push notification (if using the app)
• 🔔 A notification in the in-product Notification Bell

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📱 How to Notify Team Members from the Mobile App

1. Open the job and tap its comment bubble to open the Comments screen.
2. Type your note in the Type a message box.
3. Tap the bell icon next to the message box.
4. Check the box next to each team member you want to notify.
5. Tap the send icon to post your comment.

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🔁 Additional Notes

• Comments are specific to the current job occurrence and do not carry over to future recurring jobs.
• Once a comment is added, the job card will show a comment bubble indicating the number of comments on that job.

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💡 Tip: Use job comments to capture internal notes, handoffs, or clarification without cluttering task instructions.