How to add ‘Notes’ to the Notes Section
When some new information about a client comes through out in the field. Please immediately add the information to the notes section in the client profile.
- Open client profile
- Scroll down to ‘GENERAL NOTES’ section
- Click pencil icon on the right to edit
- Add information
- Click ok
*examples of Important information:
- New door code
- Skip a certain room (permanently)
- New pet
- New roommate
- And anything you feel is relevant information that the next cleaner needs to know
Posted in team-portal
