Notes can be stored directly against clients, jobs A job is the overall project that you or your organisation works on for a client. , job tasksTasks are the labour components of a job - the activities that staff perform as they work to complete the job. Time can be recorded against specific tasks, and those tasks can display as line items on the invoice. A job must include at least one task if time is to be recorded against that job. , leads A lead is a possible sale opportunity for a new or existing client. , quotes A quote contains details of the costs that your client should expect to incur if they proceed with the job. There may be some variation between the quoted costs and actual costs, but your client should have some confidence that this variation will be small. In there is no difference between an estimate and a quote, apart from the name. In practice, the client may expect that quoted costs will be more accurate than estimated costs, if the job goes ahead. See also Master quote. , estimates An estimate contains details of your best estimate of time or costs for completing a job. Your client should understand that an estimate is not a firm quotation for the exact number of hours or cost. In there is no difference between an estimate and a quote, apart from the name. In practice, the client may expect that quoted costs will be more accurate than estimated costs, if the job goes ahead. See also Quote and Master quote. and suppliers Suppliers provide your organisation with the products and services that you need in order to complete jobs for your clients. , so you no longer have to hunt around for sticky notes or scrap pieces of paper.
Everyone who can see the client, the job or job task, the lead, the quote or estimate, or the supplier will be able to see the notes against it, streamlining collaboration within your team.
Notes can be added manually or created from emails, and in the case of leads, emailed directly to a special dropbox.
Depending on Notifications settings, adding a note to a job can automatically notify selected staff members about the note.
When notes are attached to clients, jobs, job tasks, leads, quotes or estimates, or suppliers, the label of the Notes tab on the information screen displays the number of notes attached. For example, Notes (3).