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Create notes
As a user, you can create geo-tagged notes on the map to record site conditions, service instructions, enhancement opportunities, or safety issues. Additionally, you can add images, videos, and property diagrams directly on the property map.
Once the property is created, you can use the 'Notes' option to track the job's progress and observe the work. This feature is designed to be user-friendly, allowing you to document site conditions, note client requirements, generate site audit reports, and highlight service issues with ease and efficiency.
1. Click on the Note tab on your computer screen, as shown in the image below, and then move your cursor to the exact coordinate where you want to drop a note. Once you click on that coordinate, a pop-up will appear with the template, title and description fields.
2. You can select a template (optional) and choose which template to create your note in - depending on your requirements
3. In case you have not selected any template, you can continue to add the details of your note directly in the boxes
4. At this stage, you can also enrich your notes by -
a. Adding an assignee - You can enable the first option and choose the assignee from the dropdown menu
b. Adding attachments - Attach images, files or videos from your gallery
c. Add tags - you can organize your notes by labeling them against various tags. This option also allows you to create your tags – select the Enter Custom Tag menu item from the dropdown
At any point, you can click outside of the pop-up to return to the map screen. Then click on the note icon to disable it
Once you have completed creating your note, click Done to save it. You can view this on the side panel every time you open the property page.
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.