Adding notes to a job
Job notes let you record important information against a job — access instructions, materials needed, customer preferences, or anything your engineers need to know on site. Notes can be internal (team only) or shared with the customer via the portal.
How to add a note to a job
Go to Jobs in the main menu and click on the job you want to add a note to.
Inside the job, select the Notes tab. You will see any existing notes listed in chronological order.
Click in the note text field and type your note. There is no character limit.
If you want the customer to see this note in their portal, enable the "Visible to customer" toggle. Leave it off for internal notes.
Click Save to store the note. Notes are timestamped and show which team member added them, so there is always a clear audit trail.
Internal notes are never visible to the customer unless you toggle “Visible to customer”. Engineers on mobile see all notes flagged for their jobs before they arrive on site.
Frequently asked questions
Yes. Click the three-dot menu next to any note to edit or delete it. Editing a note updates the timestamp and logs the edit so you can see it was changed.
Yes. Engineers can add notes to any job assigned to them directly from the Trade2Base mobile app. Notes added on mobile sync instantly and appear in the job in the office view.
Files and photos are handled separately via the Photos & Files tab on the job. Notes are text-only. To attach a document or image, use the Photos & Files tab and add a description there.
Customer-visible notes can be included in the job report PDF. Go to Settings > Documents > Job Report to configure which fields appear. Internal notes are never included in any customer-facing document.
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