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“Work notes” refers to two related things:
  • Work tags — quick checkbox flags (water, fire, mold, containment, demolition, etc.) applied to a job or location to describe what kind of work occurred there.
  • Work note posts — actual written entries you add from a location’s Work Notes tab (or via Copilot/Walkthrough), which appear in the activity feed, can be edited or exported to PDF, and sync automatically.
A work note’s editor supports real formatting — bold, italics, headings, bulleted and numbered lists, and links — and photos can be embedded directly inside the body of the note, not just attached alongside it. Type @ and start typing a name to tag a specific teammate, everyone on the job, or a whole group; they’ll get a push notification pointing them straight to the note. Keep individual notes reasonably concise (well under a few thousand characters) so they stay easy to read on a phone screen.