Pinned and private notes

2 November 2021

Note-taking in YourTradebase has been given an upgrade 💪

Here’s three new features to give you more control over your notes.

Keep important notes pinned

Got a super-important note you want to keep front and centre? Want to keep your team updated on the status of a job or customer?

Select … > Pin to keep a note pinned to the top of your notes list.

You can unpin it at anytime, or select another note to take its place.

Keep notes private

Don’t want a customer or field team member to see a note?

Hide notes from your job sheet, making them private.

Select … > Hide on job sheet and that note won’t be shown.

One-click note editing

Need to make a quick change to a note?

Just click it and start typing… less clicks, more speed!

By Adam Austin

Co-founder of YourTradebase. One quick, easy app that frees you from paperwork and lets you get back to the job you love.

Take a totally free 30 day trial

No fuss. No strings. No credit card needed.

Other popular articles

Capture signatures for jobs

Performance reports for quotes and invoices

Custom colours for calendar events