Mentioning a teammate in a note

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 straight to it.

See who has read it

When somebody mentioned opens the job’s notes, the note records that they saw it. The author can see who has and who has not.

That is the part that turns the notes tab 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. A mention never grants access to anything — it reaches somebody who could have found it themselves, faster.

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.