How to manage internal notes on Roofr Mobile
Creating Notes
Tap Quick actions at the top of a job card
Select Internal note
Compose note and format as desired, tap Save
Use the dropdown or @ to tag team members
Accessing Notes
Tap the Activity Log icon at the top of a job card
Tap the filter and toggle on only Notes to view all notes on the job
Notes Permissions
Account Managers/Owners can:
Reply / Edit / Delete all notes
Account Members can:
Reply to all notes
Edit their own notes
đĄ The activity log in the Job Card will list when notes have been edited or deleted
What's Next?