This area is split into two parts: Notes and Activity.
Notes are designed for ongoing site documentation. They support rich formatting, so you can write clear updates that are easy to read later (for example structured handover notes, house changes, reminders for staff, or internal observations about the property). Notes can be created, viewed, edited, and deleted as needed. Notes also include author and date information, which helps when you’re reviewing what happened and when.
Notes include an “Improve” option that can help refine text for clarity. This is useful when you want a more professional summary, or you’re turning rough notes into something clearer for internal record keeping.
Activity is designed for internal requests and updates that need action. The workflow is simple: you write the request and use an @ mention to select the staff member you’re requesting an update from.
Once created, activities can also be updated or removed if something changes. The overall goal is to keep operational communication connected to the Site rather than spread across message threads.
Both Notes and Activity support search and sorting so you can quickly find what you need, even when a Site has a long history. This is especially helpful during audits, incident follow-ups, leadership handovers, or when you’re onboarding a new manager to a house.
If you need to share or store notes outside the platform, you can download notes as a PDF. The print/download flow lets you filter by:
A date range, and
Author(s) (useful when multiple team members write updates)
This makes it easy to produce a clean, site-based record of notes for a period without manually copying and pasting.