Crew Notes

Add crew notes to areas, surfaces, line items, or work orders to communicate important information hidden from customers.

Crew notes in PaintScout are internal notes hidden from customers that appear only on work orders. Use them to communicate important job details to your production team.

What is a crew note?

A crew note is a note hidden from the customer that only shows on the work order. You can write crew notes in four different places:

Option 1: On an Area

Include a note for your team about an entire area such as the office.

1. Open the area and select the add notes button along the bottom.

2. Include your note in the crew note section.

3. This note will show on the work order at the bottom of the area.

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Option 2: On a Surface

1. Open the surface you would like to add a crew note to and click the Notes button. Include your note in the crew note section.

2. This note will appear on the work order below the given surface.

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Option 3: On a Line Item

1. Open the line item and select the Notes button to add your crew note.

2. This note will appear on the work order below the line item.

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Option 4: At the top of the Work Order

Toggle to the work order page, and add a general note at the top!

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Other Options:

• Establish default crew notes by crafting a crew note for a surface in your settings. This ensures that these notes consistently show up whenever the surface is added to new estimates.
• If you'd like your crew notes to stand out more, we can highlight them in yellow. Just reach out to our support team!

  

Related articles

Notes Overview

Learn about all types of notes in PaintScout including client notes, crew notes, estimator notes, contact notes, and status change notes.

Estimator Notes

Use estimator notes as a personal scratchpad for internal job details that remain hidden from customers and work orders.

Share With Your Team

Share estimates and work orders with your team via email, live links, or downloadable PDFs for seamless collaboration.

Working With Work Orders

Create and manage work orders with hour breakdowns, crew notes, hours display options, downloading, and sharing with your team.