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



  • 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.