Pinned and private notes

Note-taking in YourTradebase has been given an upgrade 💪

Here’s three new features to give you more control over your notes.

Keep important notes pinned

Got a super-important note you want to keep front and centre? Want to keep your team updated on the status of a job or customer?

Select … > Pin to keep a note pinned to the top of your notes list.

You can unpin it at anytime, or select another note to take its place.

Keep notes private

Don’t want a customer or field team member to see a note?

Hide notes from your job sheet, making them private.

Select … > Hide on job sheet and that note won’t be shown.

One-click note editing

Need to make a quick change to a note?

Just click it and start typing… less clicks, more speed!