See all customer activity and add notes from calls and conversations that you have with the customer. Being able to access a recent history of activity/communications for a customer helps to:
understand what has recently occurred for the customer (invoice, job note etc)
recall the last activity done if the customer is calling after a period of time
add notes form calls and conversation that you have had with the customer
The Customer Activity is available via the Site Customer record on the site page, or job page in the right hand panel. This is useful when scheduling a job as the scheduler can see the previous notes for the site
Add a note
You can add a not to the site on the job page or Sit (customer) page. Click on the add note link
In the popup, type your notes and select the comment type from the dropdown
The notes appear in date order - latest at the top, and shows
Who added the note
When the note was added
What type of note it is
And the Message
Review the How To video below