My Roof CRM

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.

GuideScriptChecklist

Rough runtime

2:23

Scenes

4

Lesson

2.5 · Jobs & customers

File name

02-05 job-notes-and-activity.mp4

Before you record

  • A job with a rich timeline including a homeowner open event.
  • Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

Shot list

#TimeSceneScreenOn screenNarration
00:0020sIntro: Notes and the activity timeline/projects/[projectId]Title card, then the first screen of the lesson.A short lesson on the job's memory: notes you write and events the app records.
10:2054sAdd a note/projects/[projectId]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).Every call, every voicemail, every "they want a metal option" goes here. Type it, Ctrl-Enter, done.
21:1454sRead the automatic entries/projects/[projectId]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.Everything else is written by the app. When the homeowner opens the proposal you see it here, even which device they used. "Viewed again" means they came back, which is usually a good sign.
32:0815sRecap & next lesson/projects/[projectId]Hold on the finished result, then the end card.Notes and activity, done. Next: editing the job and customer details.

Narration, in order

  1. 0. Intro: Notes and the activity timeline

    0:00 · 20s

    Title card, then the first screen of the lesson.

    A short lesson on the job's memory: notes you write and events the app records.

  2. 1. Add a note

    0:20 · 54s

    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).

    Every call, every voicemail, every "they want a metal option" goes here. Type it, Ctrl-Enter, done.

    Show before cutting: The note appears at the top of the timeline with your name and the time. Notes hold up to 4000 characters.

  3. 2. Read the automatic entries

    1:14 · 54s

    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.

    Everything else is written by the app. When the homeowner opens the proposal you see it here, even which device they used. "Viewed again" means they came back, which is usually a good sign.

    Show before cutting: Homeowner events carry a device line such as "Windows PC · Chrome".

  4. 3. Recap & next lesson

    2:08 · 15s

    Hold on the finished result, then the end card.

    Notes and activity, done. Next: editing the job and customer details.

Related lessons

The job page: header, proposals, photos, appointments and activity

Learn every region of the job page: the header actions and stage stepper, the Proposals and Photos tabs, the Appointments and Roof measurements cards, and the activity timeline.

Jobs & customersBeginner10 min

Track opens, edit after sending and republish

Read the open tracking on cards and activity, understand that the homeowner sees a frozen version, edit a sent proposal, and republish so they see the change.

Sending & e-signaturesIntermediate6 min

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