💬 Add Notes to a Job and Tag Team Members

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 tag team members to notify them of important changes, questions, or instructions.

✅ 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.

🧑‍🤝‍🧑 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

🔁 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.

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