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Assessment: Adding Notes and Tags to Assessments

Learn how to categorize assessments using tags and leave internal notes and access info for your team.

Updated over 3 weeks ago

Using Tags: Use tags to categorize the job for quick filtering later.

  • Examples: "Urgent", "VIP", "Annual Check".

Using Notes: Add internal notes for your team in the Notes section.

  • Feature: These are timestamped so you know exactly who wrote them and when.

  • Examples: "Beware of dog," "Gate code is 1234."

Access Info: Click the Access button specifically to record gate codes or lockbox combinations.


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