How Do I Add Notes To A Contractor Profile?

Modified on Wed, 24 Sep at 2:27 PM

Industry type - all


Available with - Essentials


This feature is designed to help agents note down and save any details relating to a contractor profile for quick reference.

To create contractor notes, click on People > Contractors. Choose the profile you'd like to add notes to, scroll down and click the Notes icon shown below:


Once the notes have been created, they will show on the 'Next steps' tab of any issue that the contractor is linked to:

This note will only be visible to agents. Contractors, Landlords or occupiers will not be able to see the note that has been added. 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article