Keep your whole team in the loop with notes, and reach your customer without leaving the project.

Notes work the same way they do on a job. Open the project, click the notes icon at the top right, and write your note. Every note is saved with the date, time, and the name of the person who wrote it.

Example: A technician adds a note: "Homeowner wants the crew to use the side gate." Anyone on the team can open the project and see who wrote it and when.

Click the message icon at the top right of the project to send a message to the customer. You don't need to switch to another screen.

Example: The crew will arrive an hour early tomorrow. Click the message icon and let the customer know.

Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.