Managing how internal notes are displayed in POS, calendar and punch clock-FAQs

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 the top right corner.

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