Understanding Notes & Field Notes

Overview

Notes allow your team to record important information throughout the lifecycle of a project.

Unlike many systems where information becomes scattered across emails, notebooks and phone calls, JGID keeps Notes attached to the relevant business record so they remain available whenever they're needed.

Depending on the type of information, you can use either Notes or Field Notes.

Notes vs Field Notes

Although they serve a similar purpose, Notes and Field Notes are designed for different audiences.

Notes

Notes are intended for office staff, managers and administrators.

They are not visible to technicians using the JGID Business Mobile App.

Notes are ideal for confidential or administrative information, such as:

Quotes from subcontractors.
Supplier invoices.
Internal pricing discussions.
Customer negotiations.
Office-only instructions.
Confidential management information.

Because Notes are restricted to office users, they can safely contain information that should not be shared with field staff.

Field Notes

Field Notes are intended for information that needs to be shared with everyone involved in delivering the work.

Field Notes are visible to office staff, supervisors and technicians using the JGID Business Mobile App.

Typical Field Notes include:

Site access instructions.
Parking information.
Contact details.
Ladder requirements.
Special equipment required.
Safety information.
Site-specific hazards.
Client instructions.

This ensures everyone working on the Job has access to the same important information before arriving on site.

Notes Throughout the Project

Notes and Field Notes stay with the project as it progresses through the JGID workflow.

For example:

Opportunity

↓

Quote

↓

Job

↓

Invoice

This means information entered early in the sales process remains available throughout delivery and invoicing, reducing duplicate data entry and ensuring important information isn't lost as the project progresses.

Why Managers Love Notes

Notes help keep operational and confidential information organised.

Managers can record commercial or administrative information without it being visible to field staff, while technicians receive only the information they need to safely and efficiently complete the work.

This creates a clear separation between office administration and field operations while ensuring everyone has access to the information that's relevant to their role.

Best Practice

Use Notes for confidential office information.
Use Field Notes for information that technicians need on site.
Record information as early as possible so it remains available throughout the project.
Keep Notes clear, relevant and up to date.

Understanding Field Notes
Understanding Opportunities
Creating a Job
Understanding the JGID Business Mobile App