Notes and the activity timeline

Add call notes, read the automatic timeline entries, and understand the device info attached to homeowner events.

Beginner 4 minOwner / manager, Office & admin staff, Sales rep / estimator· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /projects/[projectId] · Guide last checked 2026-10-03

0 of 3 ticked · remembered in this browser

Preconditions

A job with a rich timeline including a homeowner open event.

Steps

1. Add a noteDo: On the job page, type into the box with the placeholder "Add a note — e.g. called, left voicemail; wants a metal roof option" and click "Add note" (or press Ctrl/⌘ + Enter).Expect: The note appears at the top of the timeline with your name and the time. Notes hold up to 4000 characters.Actual:
2. Read the automatic entriesDo: Scroll the timeline. Identify entries the app wrote: Job created, Moved to <Stage>, N photos added, Measurements imported/ordered/ready, Appointment scheduled/updated/canceled, Automatic message sent or failed, Proposal sent, Homeowner opened the proposal, Homeowner viewed the proposal again, First signer signed, Proposal signed, Signing link cancelled, Material order created, Invoice created.Expect: Homeowner events carry a device line such as "Windows PC · Chrome".Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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