How to leverage Notes for your organization?

Notes are helpful in multiple scenarios. You can leverage them to document site conditions, communicate with your team, log service issues, export autonomously generated site reports, gather data on your portfolio properties, etc.

To name a few of the specific use cases are:

  • Flower bed installation requirements as notes

  • Subcontractor ticketing

  • Enhancements proposal for clients

  • The site walks with the client (bid walks, audits, etc.)

  • Service issue reporting by clients

  • Site inventory and customer requests

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