You'll find the  "Notes" feature in two places...

  1. Add Client :: when you use the "Add a Client" function to add a new homeowner to Homebot, you'll see a blue link to "Add Notes" (see first screenshot below).  Just click that to link to expose an area to type a text note.
  2. Client Details :: for any client already in your database, you can add or edit Notes for each user on that home.  Just click the blue link about mid-way down the Client Details page that reads "Want to add any notes?" (see second and third screenshots below).  Add your notes and click "Save Notes."  It's that easy!  You can go back and edit them at any time.

Screenshot 1 :: adding Notes while adding a new client...

Screenshots 2 and 3 :: adding and editing Notes to an existing client...

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