Property owners can now add notes that appear directly in the Property Manager’s email and job notes view. This ensures critical information from owners isn’t missed during job approvals or completions, improving clarity and reducing communication gaps.
Previously, when an owner added a note for a maintenance request, it wasn’t visible to the property manager (PM) in the email or job notes section. This led to missed instructions and delays. Now, owner notes are clearly displayed under the PM email body and in the Notes tab within the job, ensuring better visibility and reference.
Displays any note added by the owner under the PM’s email body and in the job’s Notes section.
Key Functionalities:
Notes added by the owner are shown in:
The PM’s email body (for approval and completion emails)
The Notes section of the job in the New PM App
Cloned jobs (if “Clone with Job Notes” is enabled)
Works for both registered and unregistered owners
Supports all key statuses: Draft, Pre-quote, Quote Available, Variation, Trade Posted, Tenant Posted
Compatible with external, strata, and AI jobs
Step-by-Step Guide:
Owner Adds a Note:
Owner logs into their dashboard (or accesses tracking link)
Navigates to the maintenance request
Adds a note using the provided text field (optional)
PM Receives the Email:
When the owner completes or approves/rejects a job, their note is included under the PM email body
Works across actions: “Approve”, “Reject”, “I will attend”, “Accept”, “Decline all quotes”
PM Job Notes View:
In the New PM App, the owner’s note is displayed under the Notes tab for that job
Labelled as:
Owner’s Note: [Text]
Cloned Job Scenario:
If PM clones a job using “Clone with Job Notes,” the owner’s note is retained in the new job's Notes section
FAQs & Troubleshooting:
Q: What if the owner doesn’t add a note?
A: No note will appear in the PM email or job notes if none was added.
Q: Are notes from unregistered owners also shown?
A: Yes, the feature supports both registered and unregistered owners.
Q: Does it work for all job types?
A: Yes, including strata, external, AI, and trade posted jobs.
Q: Can notes be edited after submission?
A: No. Notes submitted by the owner are final and appear as-is for audit integrity.
Q: Can I identify if a note came from the owner?
A: Yes, all owner notes are clearly labelled with Owner’s Note: in the job view and email.