Mentioning a teammate in a note
Type @ in a job note to reach somebody, and see who has read it.
A job’s notes are the running record of what happened on it. With one person in the business that is a diary. With three, it is how the office tells the field and the field tells the office — and a note written for somebody in particular only reaches them if they happen to open the job.
“Left the part on the truck, Sam” is a note Sam has to go looking for. A mention fixes that.
Mention somebody
Type @ in a note and you are offered the people who can see that job. Choose one and their name
goes into the note.
When you save it, they are told — by email, with the job, the note and a link. For the office the link opens the job’s notes at that note; for somebody who works from My Day it opens the job there, where the note waits. A notification on their phone opens the same place.
A note can be up to 2,000 characters, and the box counts them as you type.
See who has read it
When somebody mentioned opens the job’s notes, or the job on their day, the note records that they saw it. Beneath the note, everyone who opens the job’s notes sees who has and who has not — the author too. My Day does not show this, so it is checked from the job’s notes.
That is the part that turns a job’s notes from a log into a conversation. “I told him” and “he read it” are different facts, and on a job that went wrong the difference matters.
Who can be mentioned
Only people who can already see that job: everybody whose role sees the jobs, and anybody else who is on that job — given it, on a task of its plan, or on one of its visits. A mention never grants access to anything — it reaches somebody who could have found it themselves, faster.
The list puts the Owner first, then the office, then the field, and names each person’s role as the Team page does. If nobody else can see the job, it says so; if the list could not be loaded, it says that instead, and the note still saves.
What a note still is
Everything else about notes is unchanged. They are append-only: no edit, no delete, and a correction is another note. See Jobs.
A mention does not make a note private, and it does not hide it from anybody else on the job. It adds a recipient, not a wall.
What it costs
Mentions need the Crew plan, because they only mean anything once there is more than one person in the business. See Plans and billing.
This page describes Team Notes — Mentions and Seen-By. It is written from that feature’s record and covers what has shipped, never what is planned.