Notes & Attachments Knowledge Base

Add unlimited notes and attachments (signed agreements, design plans, photos, pdfs) to your customers, jobs, and leads. JobCloser manages the chaos and organizes everything for you.

Getting Started

Anyone in the system can add / view notes add attachments on any lead, customer, job, and invoice. Getting started with a new note is simple:

1. Navigate to the appropriate area (customer for example)
2. Click the "Notes" tab
3. Enter in a note in the text box
4. Press enter and we will store it for the life of this customer

Add an attachment is equally as easy:

1. Navigate to the appropriate area
2. Click the "Attachments" tab
3. Drag and drop any files (design plans, plant selections, pictures, etc) as specified
4. You can also click "Add Attachment" to give this attachment a name and add notes to it

Client History

JobCloser manages the chaos and keeps up with your true client history. Navigate to your customer and use the "Jobs" or "Invoices" tab to see their job, invoice, and payment history. You'll even have a financial snapshot of the customer balance and lifetime revenue. Having all of this information under one place will make keep you organized more than ever.