Quotes - Add Notes under job details
Quotes accepted Notes under job
Does anyone know if there is an option like on SimPro where you can have notes shown up under each job to write like to do list or instructions etc.
Phillip Mortimer
shared this idea
Hi Philip, I can't confirm it's relativity to other applications however perhaps you could use the 'Add note' button within the history section(beneath a quote) in Xero.
Notes aren't able to be edited once posted, however will remain visible to any user in the org that views History of the quote.
Alternatively if you want to add more formatting or details, you could create and attach a file to the quote.
You'll want to ensure you don't tick the 'Include with online quote' checkbox, unless you want the customer to see it 🙂
Would either of these options suit your needs?
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