Notes on customer profile | Feature Requests

Notes on customer profile

Matthew Fitzgerald

When I create a job, there is often a gate code or special instructions I put in the job description box. When I create a new job for that same customer, all the notes I put in do not carry over. Please add a feature so I can see customer-level notes.

November 14, 2025

Philip Ferreira

It would be awesome if customer info automatically populated for all jobs created. Right now, it's clunky and requires adding information manually entry for each job.

Boaz Schonherz

Hey Matthew Fitzgerald
Thank you for this feedback.
Is there any specific reason you're not adding these notes on the Client's level so that they'll be visible always on the Client's page and details? 
Thank you,
Boaz / Product

Matthew Fitzgerald

Boaz Schonherz, because my techs need it on the job page. When they look at the job in the app, it should appear like the job details do. Otherwise, they don't know any notes exist unless they click into the client profile from the job and then click into the notes. Also, I can't see it when I am creating a job for a customer, unless I leave the job creation page and go into the client page. It's just a lot of unnecessary clicks.

Boaz Schonherz

Matthew Fitzgerald
Thank you for the clarification. 
Boaz