• Internal note in the Point of Sale
  • Select a job in an estimate.
  • Enter the note in the “Internal note” box.
  • Enter or press “F2”.


  • Internal note in punch clock window
  • In the punch clock window, associate a technician with a job.
  • Click in the “Internal note” zone.
  • Enter or complete the note.
  • Click on the door icon to save and exit.

  • Internal note in the calendar
  • Display an internal note by moving your cursor over the calendar. The details of the appointment will appear in the white box.
  • Note: If an appointment has an internal note, a small yellow icon will appear in top right corner.