1. Create a lead or client, then confirm the property
2. Click on the Notes button on the left bar of your map
This opens up the notes menu
3. Enter your notes about the property (e.g. HOA requires service between 9am–5pm)
4. Click Add images and upload a photo from your desktop
5. Click Save to save the note
6. (Optional) You can attach photos from Notes to a proposal. Click Add text or image, then select from the images saved in Notes in the dialog
7. You can also add property notes on the Client details page under the selected property clicking on the '+' icon
This opens up the notes menu
Repeat steps from above to enter a note, add image and save it.
Please contact [email protected] if you need help or have questions.