Roofr

Using Roofr Mobile? Click <a href="https://intercom.help/roofr-a34d9a26ccc1/en/articles/15608377-how-to-manage-job-notes-on-roofr-mobile" rel="nofollow noopener noreferrer" target="_blank">HERE</a>

Click Internal note to add a new note

Use the dropdown or @ to tag team members

- Click Internal note to add a new note
- Links can be added and text formatted
- Use the dropdown or @ to tag team members

- Account Managers/Owners can:
 - Reply / Edit / Delete all notes

- Reply to all notes
- Edit their own notes

- Account Members can:
 - Reply to all notes
 - Edit their own notes

💡 The activity log in the Job Card will list when notes have been edited or deleted

<a href="https://intercom.help/roofr-a34d9a26ccc1/en/articles/15525356-roofr-quick-launch-guide" rel="nofollow noopener noreferrer" target="_blank">Roofr Quick Launch Guide</a>

Learn how to use Internal notes to help organize your teams jobs and contacts right where you need the information most.

How to manage Internal Job Notes

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How to manage Internal Job Notes

Using Roofr Mobile? Click HERE

How to manage internal notes

Creating Notes

Notes Permissions

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