1. While in a Proposal, Click on 'Notes'
2. Click on 'Add' in the 'Crew Notes' Section
3. Type a Note That Will Only be Viewed on the Work Order
4. Click on 'Save'
5. To view the Crew Note, Click on the Work Order dropdown
6. Click on 'View'
7. The Crew Notes Will Appear Toward the top of the Work Order
8. To add a Client Note, go to the 'Client Notes' Field at the Bottom of the Proposal and Click on 'Edit'
9. Type Your Client Note Here...
10. Click on 'Save'
11. To View the Client Note, Click on 'Customer View'
12. The Customer Portal Will Open up and the Customer Notes Will be Located Toward the Bottom of the Proposal
13. To add a Company Note That can Only be Viewed Internally, Click on 'Edit' in the 'Company Notes' Section Toward the Bottom of the Page
14. Type Your Internal Company Note
15. Click on Save
16. You Will be Able to see the Company Notes That you Left in This Proposal Along With the Other Notes as Well!
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.