Text Notes
Add written information to a specific job. Record customer requests, access instructions, observations, delays, or details that someone reviewing the work should know.
Field Service Job Notes
Keep Job Instructions and Updates Easy to Find
Record important information directly against the job. FieldTask Notes lets your team add written updates, photos, and audio, keeping instructions and field observations connected to the work they describe.
Give Your Crew and Office Clearer Context for Each Job
Keep the details behind the work available for reference. Add instructions, record what you find on site, and review previous notes when your team needs more context.
Photo Attachment
Attach images to a note to support your written explanation. Use the web app’s Upload Image option or the mobile attachment controls to add visual information about the job.
Audio Attachment
Attach audio alongside your written note to provide additional context. FieldTask supports visual and audio proof attached to Notes.
Mobile Note Creation
Open a job in the FieldTask mobile app, select Notes, and tap Add Note. Enter and save your update while you are in the field.
Web Notes Panel
Open the note icon beside a job in All Jobs to access its Notes panel. Review existing entries or add a written note and image from the same panel.
Author & Time Labels
Saved notes display who added the entry and a time label. These details help readers identify the source of an update and understand when it was recorded.
Make the Next Job Handoff Easier to Follow
Give the next person reviewing the job useful context. Keep instructions, field observations, and supporting attachments together, so your crew and office can refer to the recorded details when work changes hands.
Frequently asked questions
What is the Notes feature in FieldTask?
Notes lets you record additional information against a job. You can add written updates and supporting attachments, keeping the information available alongside the work it relates to.
How do I add a note from the mobile app?
Open the job’s details, select Notes, and tap Add Note. Enter the information you want to record and save the entry.
Can I add notes from the web app?
Yes. In All Jobs, select the note icon beside the relevant job. Enter your text in the Notes panel, attach an image if needed, and select Add note.
Can I attach photos to a job note?
Yes. Notes supports image attachments, allowing you to include visual information with your written update. The web panel provides an Upload Image option, and the mobile app includes photo attachment controls.
Can I see who added a note and when?
Yes. Saved entries show the author and a time label, helping you identify who recorded the information and when they added it.
What information should my team put in job notes?
Use notes for information that helps someone understand or carry out the job, such as access instructions, customer requests, equipment observations, delays, or details needed for a return visit.
How are Notes different from Job Proofs?
Notes records instructions, observations, and updates about the job. Job Proofs documents the work performed. Notes can also include supporting photos or audio, while the mobile app provides separate Notes and Proofs tabs.