Manage notes on orders

You can add and view notes on any order to keep track of important details and communications.

Add a note

1. Click Orders in the sidebar.

2. Select an order from the list to open its details.

3. Click the Notes tab.

4. Type your note into the Type or drop files... field.

5. Optionally, click Attach files to upload documents or images.

6. Click Send message to add the note to the order.

Close notes drawer

On mobile devices, drag the notes drawer down from the top of the screen to close it. On desktop, click the Notes Close button.

Need help? Contact Installer.com support.