All Collections
Jobs
Can I link notes (containing instructions, for example) to a job?
Can I link notes (containing instructions, for example) to a job?
Yes you can link notes to jobs in LSP.expert.
Caroline Bries avatar
Written by Caroline Bries
Updated over a week ago

โžก๏ธ If you're using LSP.expert V1, click here.

When you receive instructions from a client or if you want to remember something important about a job, you can use the Internal notes field at the job level. The data you insert there won't appear in the invoice.

In your list of jobs, the presence of notes will be marked by a little icon next to the name of the job. The latest note is displayed when you hover the mouse over this icon.

If you're outsourcing the job and you would like to add notes and instructions for your supplier, you have to do it using the supplier portal. See this article: https://help.lsp.expert/en/articles/3340222-getting-started-with-the-supplier-portal.


If you're using LSP.expert V1

When you receive instructions from your client or if you want to remember something important about a job, you can use the Notes field at the job level. The data you insert in this field won't appear on your invoice.

In your list of jobs, the presence of notes will be marked by a small icon to the right in the line of the job concerned.

The last note is displayed when you hover the mouse over this icon.

Did this answer your question?