Manage notes on orders

You can add and view notes on any order to keep track of important details and communications. Note additions and updates are tracked in the order activity feed.

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.

Manage notes from the order list

You can quickly view and add notes to an order directly from the order list without opening the order details.

1. Click Orders in the sidebar.
2. Hover over the order you want to manage notes for.
3. Click the Notes icon (a speech bubble icon) that appears on the right side of the order row.
4. The notes panel will open on the right side of the screen, displaying existing notes and allowing you to add new ones.
5. Type your note into the Type or drop files... field.
6. Optionally, click Attach files to upload documents or images.
7. 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.